Western Wealth Management’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	$24.4M	Buy	277,773 +53,933	+24%	+$4.9M	0.93%	17
2025 Q4	$20M	Buy	223,840 +108,192	+94%	+$9.64M	0.92%	21
2025 Q3	$10.3M	Sell	115,648 -49	-0%	-$4.25K	0.54%	37
2025 Q2	$9.69M	Buy	115,697 +246	+0.2%	+$19.5K	0.58%	34
2025 Q1	$9.22M	Buy	115,451 +4,704	+4%	+$385K	0.61%	35
2024 Q4	$8.96M	Sell	110,747 -43,303	-28%	-$3.62M	0.58%	35
2024 Q3	$12.8M	Buy	154,050 +44,064	+40%	+$3.53M	0.73%	27
2024 Q2	$8.58M	Buy	109,986 +3,921	+4%	+$296K	0.64%	30
2024 Q1	$8.08M	Buy	106,065 +2,505	+2%	+$183K	0.63%	31
2023 Q4	$7.28M	Buy	103,560 +22,864	+28%	+$1.51M	0.52%	37
2023 Q3	$5.12M	Buy	80,696 +11,852	+17%	+$788K	0.43%	44
2023 Q2	$4.59M	Buy	68,844 +17,340	+34%	+$1.1M	0.39%	48
2023 Q1	$3.21M	Buy	51,504 +6,003	+13%	+$369K	0.3%	76
2022 Q4	$2.75M	Sell	45,501 -33,284	-42%	-$1.99M	0.28%	90
2022 Q3	$4.25M	Buy	78,785 +38,962	+98%	+$2.3M	0.24%	94
2022 Q2	$2.29M	Buy	39,823 +1,320	+3%	+$80K	0.13%	163
2022 Q1	$2.45M	Buy	38,503 +20,463	+113%	+$1.29M	0.12%	176
2021 Q4	$1.18M	Buy	+18,040	New	+$1.13M	0.12%	170
2021 Q2	$1.08M	Buy	18,069 +3,354	+23%	+$198K	0.11%	196
2021 Q1	$842K	Sell	14,715 -1,764	-11%	-$96.8K	0.11%	187
2020 Q4	$889K	Buy	16,479 +702	+4%	+$36.3K	0.13%	173
2020 Q3	$782K	Sell	15,777 -839	-5%	-$40.7K	0.13%	176
2020 Q2	$756K	Buy	16,616 +1,492	+10%	+$64.6K	0.14%	167
2020 Q1	$590K	Buy	15,124 +2,013	+15%	+$91.5K	0.14%	165
2019 Q4	$635K	Buy	13,111 +75	+0.6%	+$3.5K	0.1%	204
2019 Q3	$587K	Sell	13,036 -249	-2%	-$11K	0.12%	192
2019 Q2	$579K	Buy	13,285 +335	+3%	+$14.5K	0.08%	200
2019 Q1	$558K	Buy	+12,950	New	+$534K	0.12%	190