Clearview Wealth 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
2025 Q4	$323K	Buy	3,613 +990	+38%	+$88.2K	0.2%	80
2025 Q3	$233K	Sell	2,623 -305	-10%	-$26.5K	0.15%	98
2025 Q2	$245K	Sell	2,928 -925	-24%	-$73.4K	0.17%	95
2025 Q1	$308K	Sell	3,853 -86	-2%	-$7.04K	0.23%	82
2024 Q4	$319K	Sell	3,939 -375	-9%	-$31.4K	0.24%	74
2024 Q3	$359K	Buy	4,314 +2	+0%	+$160	0.28%	68
2024 Q2	$337K	Sell	4,312 -358	-8%	-$27.1K	0.29%	68
2024 Q1	$356K	Sell	4,670 -884	-16%	-$64.5K	0.36%	68
2023 Q4	$390K	Sell	5,554 -535	-9%	-$35.3K	0.46%	69
2023 Q3	$387K	Sell	6,089 -1,071	-15%	-$71.2K	0.48%	72
2023 Q2	$477K	Sell	7,160 -459	-6%	-$29.2K	0.48%	62
2023 Q1	$475K	Buy	7,619 +459	+6%	+$28.2K	0.48%	62
2022 Q4	$432K	Buy	7,160 +658	+10%	+$39.3K	0.33%	67
2022 Q3	$351K	Sell	6,502 -202	-3%	-$11.9K	0.28%	60
2022 Q2	$384K	Sell	6,704 -1,409	-17%	-$85.4K	0.29%	63
2022 Q1	$517K	Sell	8,113 -7,737	-49%	-$488K	0.34%	50
2021 Q4	$1.04M	Buy	15,850 +4,371	+38%	+$275K	0.64%	35
2021 Q3	$675K	Buy	11,479 +2,081	+22%	+$127K	0.43%	52
2021 Q2	$561K	Buy	9,398 +4,760	+103%	+$281K	0.35%	65
2021 Q1	$265K	Buy	4,638 +906	+24%	+$49.7K	0.17%	99
2020 Q4	$201K	Buy	+3,732	New	+$193K	0.14%	108