Strait & Sound Wealth Management’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
$942K Buy
11,248
+1,521
+16% +$127K 0.4% 56
2025
Q1
$777K Buy
9,727
+4,591
+89% +$367K 0.36% 61
2024
Q4
$416K Buy
5,136
+444
+9% +$35.9K 0.19% 90
2024
Q3
$390K Buy
+4,692
New +$390K 0.19% 94