HWA
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HHM Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HHM Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Sell
3,826
-5
-0.1% -$419 0.04% 153
2025
Q1 		$306K Sell
3,831
-1,161
-23% -$92.7K 0.04% 143
2024
Q4 		$404K Buy
4,992
+1,168
+31% +$94.5K 0.05% 123
2024
Q3 		$318K Buy
+3,824
New +$318K 0.05% 129