Marshall & Sterling Wealth Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	29,076 +1,896	+7%	+$88.1K	0.91%	28
2025 Q1	$1.26M	Buy	27,180 +2,254	+9%	+$105K	0.86%	33
2024 Q4	$1.28M	Buy	+24,926	New	+$1.28M	0.88%	31