Sweet Financial Partners’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
2024 Q3	$3.2M	Hold	38,438	–	–	0.69%	28
2024 Q2	$3M	Hold	38,438	–	–	0.69%	28
2024 Q1	$2.93M	Sell	38,438 -870	-2%	-$63.5K	0.68%	28
2023 Q4	$2.76M	Hold	39,308	–	–	0.66%	28
2023 Q3	$2.5M	Hold	39,308	–	–	0.66%	23
2023 Q2	$2.62M	Sell	39,308 -3,375	-8%	-$214K	0.69%	24
2023 Q1	$2.66M	Hold	42,683	–	–	0.74%	21
2022 Q4	$2.58M	Sell	42,683 -486	-1%	-$29K	0.76%	20
2022 Q3	$2.33M	Sell	43,169 -845	-2%	-$50K	0.74%	19
2022 Q2	$2.52M	Buy	44,014 +10	+0%	+$606	0.79%	19
2022 Q1	$2.8M	Sell	44,004 -493	-1%	-$31.1K	0.75%	21
2021 Q4	$2.93M	Buy	+44,497	New	+$2.79M	1.22%	9