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Concourse Financial Group Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-860
Closed -$71.8K – 500
2024
Q4 		$71.8K Sell
860
-12
-1% -$1K ﹤0.01% 1053
2024
Q3 		$72.6K Buy
872
+361
+71% +$28.9K ﹤0.01% 1049
2024
Q2 		$39.9K Buy
511
+451
+752% +$34.1K ﹤0.01% 1271
2024
Q1 		$4.57K Sell
60
-5
-8% -$365 ﹤0.01% 1903
2023
Q4 		$4.57K Sell
65
-70
-52% -$4.62K ﹤0.01% 1869
2023
Q3 		$8.57K Sell
135
-40
-23% -$2.66K ﹤0.01% 1695
2023
Q2 		$11.7K Sell
175
-1,340
-88% -$85.1K ﹤0.01% 1604
2023
Q1 		$94.4K Buy
1,515
+871
+135% +$53.5K 0.01% 888
2022
Q4 		$38.9K Buy
644
+469
+268% +$28K ﹤0.01% 1184
2022
Q3 		$9K Buy
175
+70
+67% +$4.14K ﹤0.01% 1501
2022
Q2 		$6K Hold
105
– – ﹤0.01% 1796
2022
Q1 		$7K Sell
105
-350
-77% -$22.1K ﹤0.01% 1780
2021
Q4 		$30K Hold
455
– – ﹤0.01% 1493
2021
Q3 		$27K Hold
455
– – ﹤0.01% 1546
2021
Q2 		$27K Hold
455
– – ﹤0.01% 1547
2021
Q1 		$26K Hold
455
– – ﹤0.01% 1478
2020
Q4 		$25K Sell
455
-91
-17% -$4.71K ﹤0.01% 1380
2020
Q3 		$27K Hold
546
– – ﹤0.01% 1261
2020
Q2 		$25K Buy
546
+196
+56% +$8.48K ﹤0.01% 1215
2020
Q1 		$14K Sell
350
-350
-50% -$15.9K ﹤0.01% 1350
2019
Q4 		$34K Buy
+700
New +$32.7K ﹤0.01% 1076
2019
Q3 		– Sell
-700
Closed -$31K – 1835
2019
Q2 		$31K Hold
700
– – ﹤0.01% 1047
2019
Q1 		$30K Hold
700
– – ﹤0.01% 1082
2018
Q4 		$26K Buy
+700
New +$28.9K ﹤0.01% 1027

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Concourse Financial Group Securities's DGRW Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 860 shares — an estimated $71.8K sold.

Concourse Financial Group Securities first reported a position in DGRW in Q4 2018 and held it in 24 quarters. The position peaked at $94.4K in Q1 2023. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 860 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $71.8K.
  • Concourse Financial Group Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $94.4K in Q1 2023.
  • 718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.