Liberty Wealth Management’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
2021 Q4	–	Sell	-1,232	Closed	-$72K	–	388
2021 Q3	$72K	Buy	1,232 +6	+0.5%	+$367	0.03%	348
2021 Q2	$73K	Buy	1,226 +11	+0.9%	+$650	0.03%	254
2021 Q1	$65K	Hold	1,215	–	–	0.03%	240
2020 Q4	$65K	Buy	1,215 +9	+0.7%	+$466	0.03%	238
2020 Q3	$60K	Buy	1,206 +5	+0.4%	+$243	0.04%	206
2020 Q2	$55K	Buy	1,201 +336	+39%	+$14.5K	0.04%	210
2020 Q1	$34K	Buy	865 +394	+84%	+$17.9K	0.03%	261
2019 Q4	$23K	Buy	471 +3	+0.6%	+$140	0.02%	392
2019 Q3	$21K	Buy	468 +3	+0.6%	+$133	0.02%	390
2019 Q2	$20K	Buy	465 +3	+0.6%	+$130	0.02%	408
2019 Q1	$19K	Buy	462 +2	+0.4%	+$83	0.01%	353
2018 Q4	$17K	Buy	+460	New	+$19K	0.01%	352