Roxbury Financial’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	–	Sell	-263	Closed	-$13K	–	365
2025 Q1	$13K	Buy	263 +2	+0.8%	+$99	0.01%	266
2024 Q4	$14.7K	Buy	+261	New	+$14.7K	0.01%	275