WWA
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Wingate Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wingate Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.55M Buy
42,439
+3,772
+10% +$316K 3.17% 4
2025
Q1 		$3.09M Buy
38,667
+4,640
+14% +$371K 3.55% 3
2024
Q4 		$2.75M Buy
+34,027
New +$2.75M 2.7% 3