RWM
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Riverbend Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Riverbend 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 		$6.46M Buy
77,200
+2,205
+3% +$185K 4.89% 2
2025
Q1 		$5.99M Sell
74,995
-1,302
-2% -$104K 5.36% 2
2024
Q4 		$6.18M Buy
+76,297
New +$6.18M 5.51% 2