CRA Financial Services’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	$19.1M	Buy	217,078 +23,944	+12%	+$2.18M	2.48%	10
2025 Q4	$17.3M	Buy	193,134 +10,262	+6%	+$915K	2.26%	11
2025 Q3	$16.3M	Buy	182,872 +14,020	+8%	+$1.22M	2.23%	11
2025 Q2	$14.1M	Buy	168,852 +4,306	+3%	+$342K	2.16%	11
2025 Q1	$13.1M	Buy	164,546 +19,767	+14%	+$1.62M	2.25%	12
2024 Q4	$11.7M	Buy	144,779 +15,637	+12%	+$1.31M	2.01%	13
2024 Q3	$10.7M	Buy	129,142 +23,958	+23%	+$1.92M	1.97%	13
2024 Q2	$8.21M	Buy	105,184 +13,547	+15%	+$1.02M	1.66%	14
2024 Q1	$6.98M	Buy	91,637 +12,656	+16%	+$923K	1.52%	14
2023 Q4	$5.55M	Buy	78,981 +9,144	+13%	+$604K	1.36%	16
2023 Q3	$4.43M	Buy	69,837 +8,113	+13%	+$539K	1.22%	16
2023 Q2	$4.11M	Buy	61,724 +9,899	+19%	+$629K	1.11%	17
2023 Q1	$3.23M	Buy	51,825 +5,904	+13%	+$363K	0.96%	20
2022 Q4	$2.77M	Buy	45,921 +10,085	+28%	+$602K	0.91%	21
2022 Q3	$1.93M	Buy	35,836 +13,557	+61%	+$802K	0.7%	29
2022 Q2	$1.28M	Buy	22,279 +14,042	+170%	+$851K	0.44%	47
2022 Q1	$524K	Buy	+8,237	New	+$520K	0.16%	103