Congress Wealth Management’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 Q2	$655K	Sell	7,818 -1,836	-19%	-$146K	0.01%	836
2025 Q1	$772K	Buy	9,654 +4,221	+78%	+$346K	0.01%	693
2024 Q4	$440K	Buy	5,433 +6	+0.1%	+$502	0.01%	665
2024 Q3	$452K	Buy	5,427 +5	+0.1%	+$400	0.01%	653
2024 Q2	$423K	Sell	5,422 -493	-8%	-$37.3K	0.01%	557
2024 Q1	$451K	Sell	5,915 -2,010	-25%	-$147K	0.01%	458
2023 Q4	$557K	Sell	7,925 -3,472	-30%	-$229K	0.01%	452
2023 Q3	$724K	Buy	11,397 +7,060	+163%	+$469K	0.02%	406
2023 Q2	$289K	Hold	4,337	–	–	0.01%	489
2023 Q1	$270K	Hold	4,337	–	–	0.01%	497
2022 Q4	$262K	Hold	4,337	–	–	0.01%	502
2022 Q3	$234K	Hold	4,337	–	–	0.01%	501
2022 Q2	$249K	Hold	4,337	–	–	0.01%	504
2022 Q1	$276K	Hold	4,337	–	–	0.01%	527
2021 Q4	$286K	Buy	+4,337	New	+$272K	0.01%	545