Symphony Financial Services’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	$2.32M	Buy	27,718 +91	+0.3%	+$7.61K	1.39%	20
2025 Q1	$2.21M	Sell	27,627 -637	-2%	-$50.9K	1.44%	20
2024 Q4	$2.29M	Sell	28,264 -4,133	-13%	-$335K	1.84%	17
2024 Q3	$2.35M	Buy	32,397 +4,194	+15%	+$304K	2%	16
2024 Q2	$2.57M	Buy	+28,203	New	+$2.57M	2.21%	14