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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$615K Hold
7,340
– – 0.05% 198
2025
Q1 		$586K Hold
7,340
– – 0.05% 187
2024
Q4 		$594K Sell
7,340
-11,242
-60% -$910K 0.05% 166
2024
Q3 		$1.55M Buy
+18,582
New +$1.55M 0.14% 74