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

KWB Wealth’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$318K	Buy
2024 Q4	$308K	Sell
2024 Q3	$300K	Buy
2024 Q2	$234K	Sell
2024 Q1	$266K	Sell
2023 Q4	$394K	Sell
2023 Q3	$404K	Sell
2023 Q2	$429K	Buy