Baldwin Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-27,225	Closed	-$1.4M	–	432
2024 Q3	$1.4M	Buy	+27,225	New	+$1.4M	0.1%	108