Whitaker-Myers Wealth Managers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Sell	2,881 -15	-0.5%	-$1.26K	0.06%	100
2025 Q1	$231K	Sell	2,896 -34	-1%	-$2.72K	0.06%	105
2024 Q4	$237K	Sell	2,930 -13	-0.4%	-$1.05K	0.07%	107
2024 Q3	$245K	Buy	2,943 +11	+0.4%	+$915	0.08%	95
2024 Q2	$229K	Buy	+2,932	New	+$229K	0.08%	92