Rooted Wealth 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	-2,760	Closed	-$224	–	108
2025 Q1	$224	Hold	2,760	–	–	﹤0.01%	91
2024 Q4	$224K	Sell	2,760 -117	-4%	-$9.78K	0.09%	86
2024 Q3	$237K	Sell	2,877 -176	-6%	-$14.1K	0.11%	86
2024 Q2	$244K	Sell	3,053 -959	-24%	-$72.5K	0.11%	78
2024 Q1	$302K	Sell	4,012 -288	-7%	-$21K	0.15%	64
2023 Q4	$311K	Sell	4,300 -1,040	-19%	-$68.7K	0.16%	62
2023 Q3	$356K	Buy	5,340 +189	+4%	+$12.6K	0.22%	53
2023 Q2	$342K	Sell	5,151 -29,495	-85%	-$1.87M	0.23%	52
2023 Q1	$2.17M	Buy	34,646 +1,589	+5%	+$97.7K	1.61%	17
2022 Q4	$2M	Buy	+33,057	New	+$1.97M	1.67%	17