Blue Rock Wealth Management’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 Q1	$9.43M	Sell	118,128 -2,304	-2%	-$184K	7.99%	2
2024 Q4	$9.75M	Buy	+120,432	New	+$9.75M	10.25%	2