Wealth Management Resources’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	$1.73M	Sell	19,674 -3,341	-15%	-$304K	0.6%	20
2025 Q4	$2.06M	Sell	23,015 -1,643	-7%	-$146K	0.72%	19
2025 Q3	$2.19M	Sell	24,658 -151	-0.6%	-$13.1K	0.71%	21
2025 Q2	$2.08M	Sell	24,809 -18,857	-43%	-$1.5M	0.71%	21
2025 Q1	$3.49M	Sell	43,666 -2,696	-6%	-$221K	1.27%	17
2024 Q4	$3.75M	Sell	46,362 -119,180	-72%	-$9.97M	1.38%	17
2024 Q3	$13.8M	Sell	165,542 -1,001	-0.6%	-$80.2K	5.52%	7
2024 Q2	$13M	Sell	166,543 -11,825	-7%	-$894K	5.58%	7
2024 Q1	$13.6M	Sell	178,368 -2,110	-1%	-$154K	5.87%	6
2023 Q4	$12.7M	Sell	180,478 -1,919	-1%	-$127K	5.96%	6
2023 Q3	$11.6M	Sell	182,397 -434	-0.2%	-$28.8K	5.6%	5
2023 Q2	$12.2M	Sell	182,831 -6,941	-4%	-$441K	7.09%	6
2023 Q1	$11.8M	Buy	189,772 +1,502	+0.8%	+$92.3K	7.28%	3
2022 Q4	$11.4M	Sell	188,270 -679	-0.4%	-$40.5K	7.37%	3
2022 Q3	$10.2M	Buy	188,949 +1,829	+1%	+$108K	6.78%	3
2022 Q2	$10.7M	Buy	187,120 +47,354	+34%	+$2.87M	6.6%	3
2022 Q1	$8.9M	Buy	139,766 +1,181	+0.9%	+$74.5K	6.15%	6
2021 Q4	$9.13M	Buy	+138,585	New	+$8.7M	5.88%	5