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McAlister Sweet & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

McAlister Sweet & Associates’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 		$226K Hold
2,700
– – 0.2% 28
2025
Q1 		$216K Hold
2,700
– – 0.16% 28
2024
Q4 		$219K Hold
2,700
– – 0.16% 21
2024
Q3 		$225K Hold
2,700
– – 0.19% 28
2024
Q2 		$211K Sell
2,700
-13
-0.5% -$1.02K 0.15% 31
2024
Q1 		$207K Buy
+2,713
New +$207K 0.16% 32