Atria Wealth Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.41M	Sell	40,492 -48,671	-55%	-$3.86M	0.08%	287
2025 Q1	$7.12M	Sell	89,163 -8,557	-9%	-$701K	0.09%	245
2024 Q4	$7.91M	Buy	97,720 +3,116	+3%	+$261K	0.09%	240
2024 Q3	$7.87M	Sell	94,604 -76,744	-45%	-$6.15M	0.09%	243
2024 Q2	$13.4M	Sell	171,348 -27,230	-14%	-$2.06M	0.15%	146
2024 Q1	$15.1M	Buy	198,578 +7,451	+4%	+$544K	0.17%	129
2023 Q4	$13.4M	Buy	191,127 +2,367	+1%	+$156K	0.17%	129
2023 Q3	$12M	Buy	188,760 +125,118	+197%	+$8.31M	0.17%	130
2023 Q2	$4.24M	Buy	63,642 +13,326	+26%	+$846K	0.06%	331
2023 Q1	$3.14M	Sell	50,316 -5,003	-9%	-$307K	0.05%	398
2022 Q4	$3.34M	Sell	55,319 -17,699	-24%	-$1.06M	0.05%	352
2022 Q3	$3.94M	Buy	73,018 +10,064	+16%	+$595K	0.07%	286
2022 Q2	$3.61M	Sell	62,954 -17,476	-22%	-$1.06M	0.07%	300
2022 Q1	$5.12M	Buy	+80,430	New	+$5.08M	0.09%	247