Avantra Family Wealth’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	$1.02M	Buy	12,124 +45	+0.4%	+$3.77K	0.84%	27
2025 Q1	$965K	Buy	12,079 +323	+3%	+$25.8K	0.93%	35
2024 Q4	$951K	Buy	+11,756	New	+$951K	0.89%	31