Key Client Fiduciary Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Sell
2025
Q2
$730K Buy
2025
Q1
$667K Buy
2024
Q4
$665K Buy
2024
Q3
$677K Buy
2024
Q2
$619K Buy
2024
Q1
$578K Buy
2023
Q4
$505K Buy
2023
Q3
$444K Buy
2023
Q2
$306K Buy