Evernest Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Evernest Financial Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.24M	Buy
2025 Q1	$4.55M	Buy
2024 Q4	$4.34M	Buy
2024 Q3	$4.3M	Sell
2024 Q2	$4.05M	Buy
2024 Q1	$3.59M	Sell
2023 Q4	$3.5M	Buy
2021 Q4	$3.52M	Buy