PWM
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PMG Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PMG Wealth Management’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 		$6.61M Sell
78,970
-167
-0.2% -$14K 5.46% 7
2025
Q1 		$6.32M Sell
79,137
-2,114
-3% -$169K 6.71% 7
2024
Q4 		$6.58M Buy
+81,251
New +$6.58M 5.99% 6