SageView Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SageView Advisory Group’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	$670K	Sell
2025 Q1	$700K	Sell
2024 Q4	$820K	Buy
2024 Q3	$520K	Sell
2024 Q2	$690K	Buy
2024 Q1	–	Sell
2023 Q4	$6.82M	Buy
2023 Q3	$1.48M	Sell
2023 Q2	$2M	Buy
2023 Q1	$1.16M	Buy
2022 Q4	$1.11M	Buy