SNWA
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Siligmueller & Norvid Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.63M Sell
101,777
-2,066
-2% -$175K 3.35% 7
2025
Q1
$8.29M Buy
103,843
+9,052
+10% +$723K 3.51% 6
2024
Q4
$7.67M Buy
+94,791
New +$7.67M 3.27% 6