NewFocus Financial Group’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
2020 Q4	$210K	Buy	+3,900	New	+$210K	0.06%	113
2015 Q3	–	Sell	-44,345	Closed	-$1.38M	–	63
2015 Q2	$1.38M	Sell	44,345 -4,488	-9%	-$139K	0.89%	38
2015 Q1	$1.53M	Sell	48,833 -3,460	-7%	-$108K	0.95%	37
2014 Q4	$1.63M	Buy	+52,293	New	+$1.63M	1.12%	34