Invenio Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Invenio Wealth Partners’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	$2.16M	Sell
2025 Q1	$14.4M	Buy
2024 Q4	$13.9M	Buy
2024 Q3	$13.5M	Buy
2024 Q2	$11.1M	Buy
2024 Q1	$10.4M	Buy
2023 Q4	$7.47M	Buy
2023 Q3	$5.63M	Buy
2023 Q2	$3.44M	Buy