Pinnacle Wealth Management Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9M Buy
166,355
+19,603
+13% +$1.64M 1.16% 24
2025
Q1
$11.7M Buy
146,752
+141,825
+2,879% +$11.3M 1.09% 25
2024
Q4
$399K Buy
4,927
+150
+3% +$12.1K 0.04% 236
2024
Q3
$397K Buy
4,777
+1,165
+32% +$96.9K 0.04% 232
2024
Q2
$282K Buy
+3,612
New +$282K 0.03% 273