Journey Advisory Group’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	$9.27M	Sell	105,557 -14,498	-12%	-$1.32M	0.79%	33
2025 Q4	$10.7M	Sell	120,055 -1,393	-1%	-$124K	0.9%	27
2025 Q3	$10.8M	Sell	121,448 -1,525	-1%	-$132K	0.8%	29
2025 Q2	$10.3M	Sell	122,973 -5,327	-4%	-$423K	0.8%	29
2025 Q1	$10.2M	Sell	128,300 -4,060	-3%	-$333K	0.84%	29
2024 Q4	$10.3M	Hold	132,360	–	–	1.24%	23
2024 Q3	$10.3M	Sell	132,360 -2,380	-2%	-$191K	1.24%	23
2024 Q2	$10.5M	Buy	134,740 +3,408	+3%	+$258K	1.26%	23
2024 Q1	$10M	Sell	131,332 -1,850	-1%	-$135K	1.23%	23
2023 Q4	$9.36M	Buy	133,182 +761	+0.6%	+$50.3K	1.27%	22
2023 Q3	$8.41M	Buy	132,421 +5,272	+4%	+$350K	1.26%	23
2023 Q2	$8.48M	Buy	127,149 +10,383	+9%	+$659K	1.26%	20
2023 Q1	$7.28M	Buy	+116,766	New	+$7.18M	1.14%	22