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M Holdings Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

M Holdings Securities’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.81M Buy
45,586
+15,852
+53% +$1.33M 0.65% 35
2025
Q1 		$2.38M Buy
+29,734
New +$2.38M 0.4% 50
2020
Q2 		– Sell
-15,940
Closed -$620K – 181
2020
Q1 		$620K Buy
+15,940
New +$620K 0.09% 173