JWM
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Janiczek Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Janiczek Wealth Management’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$24.2M Buy
310,689
+252,919
+438% +$19.7M 5.08% 5
2024
Q1 		$4.4M Buy
57,770
+32,884
+132% +$2.51M 0.94% 16
2023
Q4 		$1.75M Buy
+24,886
New +$1.75M 0.42% 25