CM Wealth Advisors’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
2024 Q2	–	Sell	-6,300	Closed	-$471K	–	99
2024 Q1	$471K	Buy	+6,300	New	+$471K	0.13%	84
2023 Q3	–	Sell	-6,300	Closed	-$431K	–	100
2023 Q2	$431K	Buy	+6,300	New	+$431K	0.14%	75