HBS
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Howard Bailey Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Howard Bailey Securities’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 		$11.7M Sell
140,023
-1,766
-1% -$148K 4.49% 5
2025
Q1 		$11.3M Buy
141,789
+26,049
+23% +$2.08M 4.57% 4
2024
Q4 		$9.37M Buy
115,740
+3,860
+3% +$312K 3.48% 4
2024
Q3 		$9.31M Buy
+111,880
New +$9.31M 3.53% 6