Powers 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
$2.37M Buy
28,243
+6,493
+30% +$544K 1.04% 17
2025
Q1
$1.74M Buy
21,750
+13,041
+150% +$1.04M 0.83% 23
2024
Q4
$705K Buy
8,709
+2,715
+45% +$220K 0.35% 48
2024
Q3
$499K Buy
5,994
+89
+2% +$7.41K 0.25% 62
2024
Q2
$461K Buy
+5,905
New +$461K 0.25% 61