Plante Moran Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Plante Moran Financial Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Buy
2025 Q2	$187K	Buy
2025 Q1	$66.5K	Hold
2024 Q4	$67.4K	Hold
2024 Q3	$69.3K	Hold
2024 Q2	$65K	Buy
2023 Q1	–	Hold
2022 Q4	–	Hold
2019 Q2	–	Sell
2019 Q1	$41K	Buy