Claro Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$498K	Buy	5,673 +551	+11%	+$50.1K	0.06%	241
2025 Q4	$458K	Sell	5,122 -6,193	-55%	-$552K	0.06%	239
2025 Q3	$1.01M	Buy	11,315 +7,507	+197%	+$651K	0.15%	127
2025 Q2	$319K	Sell	3,808 -2,944	-44%	-$234K	0.05%	280
2025 Q1	$539K	Buy	6,752 +16	+0.2%	+$1.31K	0.07%	241
2024 Q4	$545K	Sell	6,736 -281	-4%	-$23.5K	0.07%	239
2024 Q3	$584K	Sell	7,017 -3,294	-32%	-$264K	0.08%	251
2024 Q2	$805K	Sell	10,311 -338	-3%	-$25.5K	0.13%	168
2024 Q1	$811K	Sell	10,649 -3,185	-23%	-$232K	0.14%	167
2023 Q4	$972K	Sell	13,834 -671	-5%	-$44.3K	0.21%	105
2023 Q3	$921K	Sell	14,505 -2,022	-12%	-$134K	0.23%	98
2023 Q2	$1.1M	Sell	16,527 -3,814	-19%	-$242K	0.27%	84
2023 Q1	$1.27M	Sell	20,341 -15,524	-43%	-$954K	0.37%	61
2022 Q4	$2.16M	Sell	35,865 -6,191	-15%	-$369K	0.71%	29
2022 Q3	$2.41M	Hold	42,056	–	–	0.96%	20
2022 Q2	$2.41M	Buy	+42,056	New	+$2.55M	0.96%	20