Flagship Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.97M Buy
71,335
+3,336
+5% +$279K 2.25% 10
2025
Q1
$5.43M Buy
67,999
+24,473
+56% +$1.95M 2.29% 10
2024
Q4
$3.52M Buy
+43,526
New +$3.52M 2.07% 13