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Moneta Group Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Moneta Group Investment Advisors’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 		$225K Sell
2,688
-79
-3% -$6.62K ﹤0.01% 635
2025
Q1 		$221K Sell
2,767
-425
-13% -$33.9K ﹤0.01% 607
2024
Q4 		$258K Buy
3,192
+156
+5% +$12.6K ﹤0.01% 573
2024
Q3 		$253K Buy
+3,036
New +$253K ﹤0.01% 563