Comprehensive Financial Consultants Institutional’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 | $1.15M | Buy |
13,768
+14
| +0.1% | +$1.17K | 0.38% | 86 |
|
|
2025
Q1 | $1.1M | Buy |
13,754
+1,626
| +13% | +$130K | 0.39% | 85 |
|
|
2024
Q4 | $982K | Buy |
12,128
+817
| +7% | +$66.1K | 0.36% | 90 |
|
|
2024
Q3 | $941K | Sell |
11,311
-2
| -0% | -$166 | 0.34% | 94 |
|
|
2024
Q2 | $883K | Buy |
11,313
+335
| +3% | +$26.1K | 0.35% | 94 |
|
|
2024
Q1 | $836K | Buy |
10,978
+1,488
| +16% | +$113K | 0.35% | 93 |
|
|
2023
Q4 | $667K | Buy |
9,490
+2,238
| +31% | +$157K | 0.31% | 101 |
|
|
2023
Q3 | $460K | Buy |
7,252
+4,004
| +123% | +$254K | 0.24% | 112 |
|
|
2023
Q2 | $219K | Buy |
+3,248
| New | +$219K | 0.12% | 157 |
|