Journey Strategic Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
7,118
-514
-7% -$43K 0.02% 253
2025
Q1
$609K Sell
7,632
-3,162
-29% -$253K 0.02% 194
2024
Q4
$874K Sell
10,794
-12,621
-54% -$1.02M 0.03% 140
2024
Q3
$1.95M Buy
+23,415
New +$1.95M 0.07% 74