CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$61.7M Sell
737,052
-100,060
-12% -$8.38M 0.14% 141
2025
Q1 		$66.9M Buy
837,112
+778,859
+1,337% +$62.2M 0.17% 124
2024
Q4 		$4.71M Buy
58,253
+1,343
+2% +$109K 0.01% 558
2024
Q3 		$4.74M Buy
56,910
+1,470
+3% +$122K 0.01% 548
2024
Q2 		$4.33M Buy
55,440
+2,987
+6% +$233K 0.01% 538
2024
Q1 		$4M Sell
52,453
-6,147
-10% -$468K 0.01% 550
2023
Q4 		$4.12M Buy
58,600
+6,097
+12% +$428K 0.01% 621
2023
Q3 		$3.33M Sell
52,503
-539
-1% -$34.2K 0.01% 666
2023
Q2 		$3.54M Sell
53,042
-677
-1% -$45.1K 0.01% 618
2023
Q1 		$3.35M Sell
53,719
-1,310
-2% -$81.7K 0.01% 581
2022
Q4 		$3.32M Buy
55,029
+1,838
+3% +$111K 0.02% 562
2022
Q3 		$2.87M Sell
53,191
-10,905
-17% -$588K 0.02% 560
2022
Q2 		$3.67M Buy
64,096
+2,347
+4% +$134K 0.02% 448
2022
Q1 		$3.93M Sell
61,749
-1,484
-2% -$94.5K 0.03% 423
2021
Q4 		$4.17M Buy
63,233
+1,482
+2% +$97.6K 0.03% 395
2021
Q3 		$3.63M Sell
61,751
-1,233
-2% -$72.5K 0.03% 387
2021
Q2 		$3.76M Sell
62,984
-17
-0% -$1.01K 0.04% 350
2021
Q1 		$3.6M Buy
63,001
+21,994
+54% +$1.26M 0.04% 331
2020
Q4 		$2.21M Buy
41,007
+994
+2% +$53.6K 0.03% 384
2020
Q3 		$1.99M Buy
40,013
+6,567
+20% +$326K 0.03% 348
2020
Q2 		$1.52M Buy
+33,446
New +$1.52M 0.03% 405
2019
Q4 		– Sell
-57
Closed -$3K – 1199
2019
Q3 		$3K Hold
57
– – ﹤0.01% 1729
2019
Q2 		$2K Hold
57
– – ﹤0.01% 1795
2019
Q1 		$2K Buy
+57
New +$2K ﹤0.01% 1683