Caliber Wealth Management (Utah)’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
2021 Q4	–	Sell	-41,246	Closed	-$2.51M	–	69
2021 Q3	$2.51M	Buy	41,246 +1,287	+3%	+$78.4K	1.77%	11
2021 Q2	$2.38M	Buy	39,959 +16,789	+72%	+$1M	1.69%	11
2021 Q1	$1.33M	Sell	23,170 -1,928	-8%	-$110K	0.96%	41
2020 Q4	$1.35M	Buy	+25,098	New	+$1.35M	1.33%	33