Comprehensive Financial Consultants Institutional’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.34M	Buy
2025 Q2	$1.15M	Buy
2025 Q1	$1.1M	Buy
2024 Q4	$982K	Buy
2024 Q3	$941K	Sell
2024 Q2	$883K	Buy
2024 Q1	$836K	Buy
2023 Q4	$667K	Buy
2023 Q3	$460K	Buy
2023 Q2	$219K	Buy