Tompkins Financial’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 Q4	–	Sell	-500	Closed	-$41.6K	–	544
2024 Q3	$41.6K	Hold	500	–	–	﹤0.01%	358
2024 Q2	$39K	Hold	500	–	–	﹤0.01%	375
2024 Q1	$38.1K	Hold	500	–	–	﹤0.01%	379
2023 Q4	$35.1K	Hold	500	–	–	﹤0.01%	377
2023 Q3	$31.7K	Sell	500 -250	-33%	-$16.6K	0.01%	360
2023 Q2	$50K	Hold	750	–	–	0.01%	334
2023 Q1	$46.8K	Hold	750	–	–	0.01%	344
2022 Q4	$45K	Hold	750	–	–	0.01%	341
2022 Q3	$40K	Hold	750	–	–	0.01%	353
2022 Q2	$43K	Hold	750	–	–	0.01%	346
2022 Q1	$48K	Buy	+750	New	+$47.3K	0.01%	352
2020 Q2	–	Sell	-170	Closed	-$7K	–	386
2020 Q1	$7K	Buy	+170	New	+$7.72K	﹤0.01%	341