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

Marcum 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 Q1	$236K	Buy
2024 Q4	$239K	Buy
2023 Q1	–	Sell
2022 Q4	$343K	Sell
2022 Q3	$324K	Buy
2022 Q2	$342K	Buy
2022 Q1	$357K	Buy
2021 Q4	$365K	Buy
2021 Q3	$326K	Buy
2021 Q2	$219K	Buy
2021 Q1	$209K	Buy