Kondo Wealth Advisors’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
$684K Buy
8,104
+16
+0.2% +$1.35K 0.3% 35
2025
Q1
$646K Sell
8,088
-1,407
-15% -$112K 0.32% 35
2024
Q4
$768K Buy
+9,495
New +$768K 0.39% 32