CreativeOne Wealth’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 Q4	–	Sell	-17,309	Closed	-$1.44M	–	1077
2024 Q3	$1.44M	Buy	17,309 +6,563	+61%	+$546K	0.05%	335
2024 Q2	$839K	Buy	10,746 +1,972	+22%	+$154K	0.04%	365
2024 Q1	$668K	Buy	+8,774	New	+$668K	0.03%	481