Independent Advisor Alliance’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Independent Advisor Alliance’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 Q2	$349K	Buy
2025 Q1	$237K	Sell
2024 Q4	$70.1M	Buy
2024 Q2	–	Sell
2024 Q1	$325K	Buy
2022 Q1	–	Sell
2021 Q4	$259K	Buy
2020 Q1	–	Sell
2019 Q4	$2.63M	Buy