LRI Investments’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
$576K Buy
6,879
+5,146
+297% +$431K 0.05% 164
2025
Q1
$138K Buy
+1,733
New +$138K 0.01% 337