Well Done LLC’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,163	Closed	-$858K	–	201
2025 Q3	$858K	Hold	17,163	–	–	0.15%	87
2025 Q2	$799K	Buy	17,163 +1,522	+10%	+$68.4K	0.15%	87
2025 Q1	$801K	Sell	15,641 -1,053	-6%	-$52.4K	0.15%	80
2024 Q4	$860K	Hold	16,694	–	–	0.16%	77
2024 Q3	$860K	Sell	16,694 -415	-2%	-$20.6K	0.16%	77
2024 Q2	$806K	Sell	17,109 -420	-2%	-$20.1K	0.17%	78
2024 Q1	$870K	Sell	17,529 -104	-0.6%	-$4.89K	0.17%	75
2023 Q4	$837K	Sell	17,633 -991	-5%	-$41.9K	0.16%	78
2023 Q3	$767K	Hold	18,624	–	–	0.17%	73
2023 Q2	$790K	Hold	18,624	–	–	0.17%	75
2023 Q1	$774K	Buy	18,624 +849	+5%	+$36.7K	0.17%	73
2022 Q4	$715K	Buy	+17,775	New	+$718K	0.15%	80
2019 Q1	–	Sell	-1,220	Closed	-$38K	–	267
2018 Q4	$38K	Buy	+1,220	New	+$41.9K	0.01%	284
2018 Q2	–	Sell	-1,120	Closed	-$38K	–	216
2018 Q1	$38K	Buy	+1,120	New	+$39.5K	0.01%	252