Defined Financial Planning’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
2025 Q2	$10.5M	Buy	124,470 +18,515	+17%	+$1.56M	9.34%	2
2025 Q1	$8.49M	Buy	105,955 +18,815	+22%	+$1.51M	8.6%	2
2024 Q4	$7.05M	Buy	+87,140	New	+$7.05M	7.53%	3