AssuredPartners Investment Advisors’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	$340K	Sell	4,061 -16,833	-81%	-$1.41M	0.08%	172
2025 Q1	$1.67M	Sell	20,894 -1,460	-7%	-$117K	0.32%	88
2024 Q4	$1.81M	Buy	+22,354	New	+$1.81M	0.35%	79