Walkner Condon Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Walkner Condon Financial Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$296K	Hold
2025 Q2	$279K	Sell
2025 Q1	$292K	Sell
2024 Q4	$332K	Sell
2024 Q3	$344K	Buy
2024 Q2	$290K	Buy
2024 Q1	$244K	Buy
2023 Q4	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$204K	Buy