Intrua Financial’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	$43.7M	Buy	497,887 +14,589	+3%	+$1.33M	4.67%	2
2025 Q4	$43.2M	Buy	483,298 +13,744	+3%	+$1.23M	4.74%	2
2025 Q3	$41.8M	Buy	469,554 +75,251	+19%	+$6.53M	4.89%	3
2025 Q2	$33M	Buy	394,303 +128,876	+49%	+$10.2M	4.74%	4
2025 Q1	$21.2M	Buy	265,427 +131,806	+99%	+$10.8M	3.32%	6
2024 Q4	$10.8M	Buy	133,621 +10,031	+8%	+$839K	1.76%	10
2024 Q3	$10.3M	Sell	123,590 -2,144	-2%	-$172K	1.67%	10
2024 Q2	$9.81M	Buy	125,734 +59,925	+91%	+$4.53M	1.6%	10
2024 Q1	$5.01M	Sell	65,809 -1,003	-2%	-$73.2K	0.78%	24
2023 Q4	$4.7M	Buy	+66,812	New	+$4.41M	0.73%	32