CIA
Concurrent Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7M | Buy |
378,303
+16,534
| +5% | +$1.38M | 0.61% | 28 |
|
|
2025
Q1 | $28.9M | Buy |
361,769
+94,203
| +35% | +$7.52M | 0.7% | 23 |
|
|
2024
Q4 | $21.7M | Buy |
267,566
+6,654
| +3% | +$539K | 0.58% | 31 |
|
|
2024
Q3 | $21.7M | Buy |
260,912
+2,756
| +1% | +$229K | 0.64% | 26 |
|
|
2024
Q2 | $20.1M | Buy |
258,156
+2,289
| +0.9% | +$179K | 0.66% | 27 |
|
|
2024
Q1 | $19.5M | Sell |
255,867
-8,235
| -3% | -$627K | 0.79% | 23 |
|
|
2023
Q4 | $18.6M | Buy |
+264,102
| New | +$18.6M | 0.88% | 18 |
|