Dopkins Wealth Management’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	–	Sell	-14,515	Closed	-$876K	–	41
2022 Q4	$876K	Sell	14,515 -560	-4%	-$33.8K	0.77%	20
2022 Q3	$813K	Hold	15,075	–	–	0.91%	15
2022 Q2	$864K	Hold	15,075	–	–	0.93%	14
2022 Q1	$960K	Hold	15,075	–	–	1.04%	12
2021 Q4	$993K	Buy	+15,075	New	+$993K	0.98%	12