Axis Wealth Partners’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	$5.69M	Buy	67,973 +3,953	+6%	+$331K	3.74%	1
2025 Q1	$5.11M	Buy	64,020 +4,612	+8%	+$368K	3.78%	2
2024 Q4	$4.81M	Buy	+59,408	New	+$4.81M	4.05%	1