EPG Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,827	Closed	-$229K	–	420
2024 Q4	$229K	Buy	2,827 +7	+0.2%	+$585	0.06%	221
2024 Q3	$235K	Buy	+2,820	New	+$226K	0.06%	223
2024 Q2	–	Sell	-2,807	Closed	-$212K	–	243
2024 Q1	$214K	Buy	2,807 +6	+0.2%	+$438	0.05%	247
2023 Q4	$202K	Buy	+2,801	New	+$185K	0.05%	239
2023 Q3	–	Sell	-3,084	Closed	-$206K	–	426
2023 Q2	$206K	Buy	+3,084	New	+$196K	0.06%	229
2022 Q1	–	Sell	-3,183	Closed	-$210K	–	407
2021 Q4	$210K	Buy	3,183 +4	+0.1%	+$251	0.07%	224
2021 Q3	$187K	Buy	+3,179	New	+$195K	0.08%	221
2020 Q2	–	Sell	-1,456	Closed	-$57K	–	278
2020 Q1	$57K	Buy	1,456 +1,186	+439%	+$53.9K	0.04%	258
2019 Q4	$13K	Buy	+270	New	+$12.6K	0.01%	395