MWM
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Modern Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Modern Wealth Management’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 		$24.8M Buy
295,679
+36,570
+14% +$3.06M 0.62% 39
2025
Q1 		$20.7M Buy
259,109
+6,254
+2% +$499K 0.66% 34
2024
Q4 		$20.5M Buy
+252,855
New +$20.5M 0.76% 30