UHLMANN PRICE SECURITIES’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
$1.05M Sell
12,520
-142
-1% -$11.9K 0.75% 31
2025
Q1
$1.01M Buy
12,662
+133
+1% +$10.6K 0.74% 34
2024
Q4
$1.01M Buy
12,529
+273
+2% +$22.1K 0.77% 32
2024
Q3
$1.02M Buy
+12,256
New +$1.02M 0.81% 26