Elevation Capital Advisory’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	$7.41M	Buy	88,520 +71,321	+415%	+$5.97M	2.97%	13
2025 Q1	$1.37M	Buy	17,199 +1,246	+8%	+$99.5K	0.6%	34
2024 Q4	$1.29M	Buy	15,953 +962	+6%	+$77.9K	0.55%	33
2024 Q3	$1.25M	Buy	+14,991	New	+$1.25M	0.55%	34