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

RKL 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 		$1.34M Hold
15,985
– – 0.12% 77
2025
Q1 		$1.28M Hold
15,985
– – 0.12% 85
2024
Q4 		$1.29M Buy
+15,985
New +$1.29M 0.12% 86