PDS Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PDS Planning’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	$490K	Sell
2025 Q2	$615K	Hold
2025 Q1	$586K	Hold
2024 Q4	$594K	Sell
2024 Q3	$1.55M	Buy