Concord Wealth Partners’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
2023 Q1	–	Hold	0	–	-$11	–	1046
2022 Q4	–	Hold	0	–	–	–	1251
2022 Q3	–	Sell	-13	Closed	-$1K	–	385
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1117
2022 Q1	$1K	Buy	+13	New	+$1K	﹤0.01%	1187