BWP

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,929	Closed	-$1.41M	–	433
2024 Q3	$1.41M	Buy	+16,929	New	+$1.41M	0.1%	107
2023 Q4	–	Sell	-113	Closed	-$7.17K	–	740
2023 Q3	$7.17K	Buy	+113	New	+$7.17K	﹤0.01%	599