Waterway 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	$5.35M	Buy	63,863 +21,410	+50%	+$1.79M	1.62%	12
2025 Q1	$3.39M	Buy	42,453 +35,639	+523%	+$2.85M	1.41%	11
2024 Q4	$551K	Buy	+6,814	New	+$551K	0.24%	43