Heck Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.8M Buy
2025
Q1
$16.7M Sell
2024
Q4
$17.3M Sell
2024
Q3
$18.5M Buy
2024
Q2
$15.8M Buy
2024
Q1
$178K Sell
2023
Q4
$443K Buy
2023
Q3
$399K Buy
2023
Q2
$264K Buy