Legacy Capital Wealth Partners’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 Q1	–	Sell	-3,367	Closed	-$272K	–	357
2024 Q4	$272K	Buy	+3,367	New	+$272K	0.07%	289
2023 Q1	–	Sell	-4,537	Closed	-$274K	–	249
2022 Q4	$274K	Buy	4,537 +27	+0.6%	+$1.63K	0.13%	51
2022 Q3	$243K	Buy	+4,510	New	+$243K	0.13%	47