Grimes & Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Grimes & Company’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 Q3	$239K	Buy
2025 Q2	$224K	Buy
2025 Q1	$213K	Buy
2024 Q4	$215K	Buy
2024 Q3	$220K	Buy
2024 Q2	$202K	Buy
2023 Q4	–	Sell
2023 Q3	$204K	Buy
2023 Q2	$214K	Buy