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

Serenus Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$32.2M Sell
384,919
-18,325
-5% -$1.53M 5.46% 5
2025
Q1 		$32.2M Sell
403,244
-657
-0.2% -$52.5K 5.34% 5
2024
Q4 		$32.7M Buy
+403,901
New +$32.7M 5.68% 5