Florida Financial 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
$1.87M Sell
22,126
-13,924
-39% -$1.18M 0.62% 30
2025
Q1
$2.82M Buy
36,050
+12,326
+52% +$963K 1.11% 18
2024
Q4
$1.92M Buy
23,724
+3,907
+20% +$316K 0.86% 22
2024
Q3
$1.65M Buy
19,817
+3,583
+22% +$298K 0.85% 21
2024
Q2
$1.27M Buy
+16,234
New +$1.27M 0.76% 28