Apexium Financial’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	Sell	27,695 -3,234	-10%	-$271K	0.12%	83
2025 Q1	$2.47M	Buy	30,929 +12,910	+72%	+$1.03M	0.15%	70
2024 Q4	$1.46M	Buy	+18,019	New	+$1.46M	0.09%	86