Keystone Financial Group (Georgia)’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
$51.9K Buy
611
+99
+19% +$8.41K 0.03% 90
2025
Q1
$39.9K Buy
512
+11
+2% +$857 0.03% 94
2024
Q4
$40.6K Buy
+501
New +$40.6K 0.03% 98