Foundations Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Foundations Investment 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	$7.03M	Buy
2025 Q1	$6.59M	Buy
2024 Q4	$5.95M	Buy
2024 Q3	$5.25M	Buy
2024 Q2	$2.78M	Buy
2024 Q1	$1.82M	Buy
2023 Q4	$253K	Sell
2023 Q3	$478K	Sell
2023 Q2	$743K	Buy