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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.3M Buy
158,640
+25,604
+19% +$2.14M 6.82% 6
2025
Q1
$10.6M Buy
133,036
+5,789
+5% +$462K 6.57% 7
2024
Q4
$10.3M Buy
+127,247
New +$10.3M 6.19% 8