HP
DGRW icon

Holistic Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Holistic Planning’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 		$564K Buy
6,734
+3,859
+134% +$323K 0.16% 111
2025
Q1 		$230K Buy
+2,875
New +$230K 0.08% 174