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Leavell Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Leavell Investment Management’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262K Hold
3,125
– – 0.01% 511
2025
Q1 		$250K Buy
3,125
+125
+4% +$9.98K 0.01% 493
2024
Q4 		$243K Buy
+3,000
New +$243K 0.01% 494