Fiduciary Planning’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
2026 Q1	$45.1M	Sell	513,030 -46,475	-8%	-$4.23M	13.61%	1
2025 Q4	$50M	Buy	559,505 +8,199	+1%	+$731K	15.19%	1
2025 Q3	$49M	Buy	551,306 +30,044	+6%	+$2.61M	14.99%	1
2025 Q2	$43.7M	Sell	521,262 -32,589	-6%	-$2.59M	14.44%	1
2025 Q1	$44.2M	Buy	553,851 +26,184	+5%	+$2.15M	14.57%	1
2024 Q4	$42.7M	Buy	527,667 +25,573	+5%	+$2.14M	13.87%	1
2024 Q3	$41.8M	Buy	502,094 +18,477	+4%	+$1.48M	14.18%	1
2024 Q2	$37.7M	Buy	483,617 +21,708	+5%	+$1.64M	13.51%	1
2024 Q1	$35.2M	Buy	461,909 +14,802	+3%	+$1.08M	13.31%	1
2023 Q4	$31.4M	Buy	447,107 +301,805	+208%	+$19.9M	13.37%	1
2023 Q3	$9.23M	Buy	+145,302	New	+$9.66M	4.35%	7