Team Financial Group’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
2026 Q1	$34.4M	Buy	391,711 +3,947	+1%	+$359K	15.62%	1
2025 Q4	$34.7M	Buy	387,764 +6,030	+2%	+$538K	15.73%	1
2025 Q3	$34M	Buy	381,734 +5,403	+1%	+$469K	15.74%	1
2025 Q2	$31.5M	Buy	376,331 +23,560	+7%	+$1.87M	15.49%	1
2025 Q1	$28.2M	Buy	352,771 +1,516	+0.4%	+$124K	16.26%	1
2024 Q4	$28.4M	Buy	351,255 +10,153	+3%	+$849K	16.3%	1
2024 Q3	$28.4M	Buy	341,102 +7,553	+2%	+$605K	16.88%	1
2024 Q2	$26M	Buy	333,549 +20,307	+6%	+$1.53M	16.73%	1
2024 Q1	$23.9M	Buy	313,242 +36,670	+13%	+$2.68M	16.06%	1
2023 Q4	$19.4M	Buy	276,572 +21,191	+8%	+$1.4M	13.95%	3
2023 Q3	$16.2M	Buy	+255,381	New	+$17M	13.39%	3