Halbert Hargrove Global Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Halbert Hargrove Global 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 Q3	$224K	Hold
2025 Q2	$211K	Hold
2025 Q1	$201K	Sell
2024 Q4	$257K	Hold
2024 Q3	$264K	Hold
2024 Q2	$248K	Hold
2024 Q1	$242K	Hold
2023 Q4	$223K	Sell
2023 Q3	$239K	Hold
2023 Q2	$251K	Buy