Robertson Stephens Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Buy
2025 Q1	$1.25M	Sell
2024 Q4	$1.33M	Sell
2024 Q3	$1.42M	Buy
2024 Q2	$1.23M	Sell
2024 Q1	$1.2M	Buy