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Compass Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Compass Financial Services’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25.5M Buy
305,001
+5,782
+2% +$484K 12.37% 2
2025
Q1 		$23.9M Sell
299,219
-11,581
-4% -$925K 12.54% 3
2024
Q4 		$25.2M Buy
+310,800
New +$25.2M 14.24% 3