Grimes & Company’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	$237K	Buy	2,700 +8	+0.3%	+$727	0.01%	396
2025 Q4	$241K	Buy	2,692 +10	+0.4%	+$891	0.01%	408
2025 Q3	$239K	Buy	2,682 +10	+0.4%	+$867	0.01%	409
2025 Q2	$224K	Buy	2,672 +11	+0.4%	+$873	0.01%	392
2025 Q1	$213K	Buy	2,661 +10	+0.4%	+$819	0.01%	349
2024 Q4	$215K	Buy	2,651 +11	+0.4%	+$920	0.01%	357
2024 Q3	$220K	Buy	2,640 +47	+2%	+$3.77K	0.01%	335
2024 Q2	$202K	Buy	+2,593	New	+$196K	0.01%	331
2023 Q4	–	Sell	-3,215	Closed	-$204K	–	333
2023 Q3	$204K	Buy	3,215 +8	+0.2%	+$532	0.01%	275
2023 Q2	$214K	Buy	+3,207	New	+$204K	0.01%	277