MSWA
DGRW icon

Marshall & Sterling Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.83M Buy
117,480
+5,704
+5% +$477K 6.65% 2
2025
Q1 		$8.93M Sell
111,776
-2,669
-2% -$213K 6.07% 2
2024
Q4 		$9.26M Buy
+114,445
New +$9.26M 6.4% 1