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

Panoramic Investment Advisors’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 Q3	$1.95M	Buy
2025 Q2	$1.77M	Buy
2025 Q1	$1.67M	Buy
2024 Q4	$1.67M	Buy
2024 Q3	$1.56M	Buy
2024 Q1	$1.37M	Buy
2023 Q4	$1.05M	Buy
2023 Q3	$634K	Buy