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Legacy Wealth Management (Idaho)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.26M Buy
14,987
+2,981
+25% +$250K 0.65% 31
2025
Q1 		$959K Buy
12,006
+1,724
+17% +$138K 0.68% 33
2024
Q4 		$852K Buy
10,282
+6,694
+187% +$555K 0.54% 33
2024
Q3 		$304K Buy
+3,588
New +$304K 0.18% 55