Winthrop Advisory Group’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	$16.2M	Buy	192,923 +6,365	+3%	+$533K	1.56%	14
2025 Q1	$14.9M	Buy	186,558 +49,448	+36%	+$3.95M	1.79%	13
2024 Q4	$11.1M	Buy	+137,110	New	+$11.1M	1.33%	16