HBK Sorce Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HBK Sorce Advisory’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	$575K	Hold
2025 Q2	$543K	Hold
2025 Q1	$518K	Sell
2024 Q4	$558K	Hold
2024 Q3	$574K	Hold
2024 Q2	$538K	Hold
2024 Q1	$525K	Hold
2023 Q4	$484K	Hold
2023 Q3	$438K	Sell
2023 Q2	$608K	Buy