Rooted Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Rooted Wealth Advisors’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	–	Sell
2025 Q1	$224	Hold
2024 Q4	$224K	Sell
2024 Q3	$237K	Sell
2024 Q2	$244K	Sell
2024 Q1	$302K	Sell
2023 Q4	$311K	Sell
2023 Q3	$356K	Buy
2023 Q2	$342K	Sell
2023 Q1	$2.17M	Buy
2022 Q4	$2M	Buy