PSI Advisors’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
2025 Q2	–	Sell	-155	Closed	-$12.4K	–	234
2025 Q1	$12.4K	Hold	155	–	–	﹤0.01%	426
2024 Q4	$12.5K	Hold	155	–	–	﹤0.01%	489
2024 Q3	$12.9K	Sell	155 -139	-47%	-$11.1K	﹤0.01%	496
2024 Q2	$22.9K	Hold	294	–	–	0.01%	379
2024 Q1	$22.4K	Buy	294 +139	+90%	+$10.1K	0.01%	378
2023 Q4	$10.9K	Hold	155	–	–	﹤0.01%	502
2023 Q3	$9.84K	Hold	155	–	–	﹤0.01%	497
2023 Q2	$10.3K	Hold	155	–	–	﹤0.01%	486
2023 Q1	$9.66K	Sell	155 -65	-30%	-$4K	﹤0.01%	437
2022 Q4	$13.3K	Buy	220 +1	+0.5%	+$60	0.01%	382
2022 Q3	$12K	Hold	219	–	–	0.01%	392
2022 Q2	$13K	Hold	219	–	–	0.01%	412
2022 Q1	$14K	Sell	219 -9	-4%	-$568	0.01%	418
2021 Q4	$15K	Sell	228 -1,056	-82%	-$66.3K	0.01%	442
2021 Q3	$76K	Buy	+1,284	New	+$78.6K	0.03%	230