Edgemoor Investment Advisors’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 Q1	–	Sell	-2,929	Closed	-$237K	–	165
2024 Q4	$237K	Hold	2,929	–	–	0.02%	150
2024 Q3	$244K	Sell	2,929 -150	-5%	-$12.5K	0.02%	154
2024 Q2	$240K	Sell	3,079 -425	-12%	-$33.2K	0.02%	145
2024 Q1	$267K	Buy	+3,504	New	+$267K	0.03%	141