Johnson Financial Group Inc (Wisconsin)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.3K	Hold	242	–	–	﹤0.01%	553
2025 Q1	$19.3K	Sell	242 -229	-49%	-$18.3K	﹤0.01%	718
2024 Q4	$39.2K	Buy	471 +350	+289%	+$29.2K	﹤0.01%	528
2024 Q3	$10.1K	Buy	+121	New	+$10.1K	﹤0.01%	679
2024 Q1	–	Sell	-800	Closed	-$56.2K	–	833
2023 Q4	$56.2K	Buy	+800	New	+$56.2K	﹤0.01%	438