Fort Point Capital Partners’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 Q3	–	Sell	-21,613	Closed	-$1.81M	–	238
2025 Q2	$1.81M	Buy	21,613 +200	+0.9%	+$15.9K	0.18%	96
2025 Q1	$1.71M	Buy	21,413 +657	+3%	+$53.8K	0.19%	92
2024 Q4	$1.68M	Buy	20,756 +1,520	+8%	+$127K	0.19%	93
2024 Q3	$1.6M	Buy	19,236 +947	+5%	+$75.9K	0.2%	81
2024 Q2	$1.43M	Buy	18,289 +347	+2%	+$26.2K	0.18%	92
2024 Q1	$1.37M	Buy	17,942 +942	+6%	+$68.7K	0.19%	90
2023 Q4	$1.19M	Sell	17,000 -111	-0.6%	-$7.33K	0.18%	91
2023 Q3	$1.09M	Buy	17,111 +364	+2%	+$24.2K	0.18%	86
2023 Q2	$1.12M	Buy	16,747 +2,383	+17%	+$151K	0.17%	87
2023 Q1	$895K	Buy	14,364 +1,742	+14%	+$107K	0.15%	108
2022 Q4	$762K	Buy	12,622 +1,225	+11%	+$73.1K	0.13%	120
2022 Q3	$614K	Buy	11,397 +711	+7%	+$42K	0.11%	137
2022 Q2	$612K	Buy	10,686 +2,700	+34%	+$164K	0.11%	143
2022 Q1	$508K	Buy	7,986 +2,757	+53%	+$174K	0.08%	171
2021 Q4	$344K	Sell	5,229 -91	-2%	-$5.71K	0.05%	212
2021 Q3	$313K	Buy	+5,320	New	+$326K	0.05%	189