B.O.S.S. Retirement 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	$422K	Sell	5,041 -992	-16%	-$83.1K	0.11%	127
2025 Q1	$482K	Buy	6,033 +1,119	+23%	+$89.4K	0.14%	105
2024 Q4	$398K	Buy	+4,914	New	+$398K	0.11%	122
2024 Q1	–	Sell	-4,792	Closed	-$337K	–	154
2023 Q4	$337K	Buy	+4,792	New	+$337K	0.07%	199