Portside Wealth 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
2024 Q2	–	Sell	-32,694	Closed	-$2.49M	–	367
2024 Q1	$2.49M	Buy	32,694 +2,382	+8%	+$181K	0.46%	59
2023 Q4	$2.13M	Sell	30,312 -2,415	-7%	-$170K	0.4%	74
2023 Q3	$2.07M	Buy	32,727 +848	+3%	+$53.7K	0.39%	68
2023 Q2	$2.13M	Buy	+31,879	New	+$2.13M	0.39%	64