Financial Counselors Inc’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 | – | Sell |
-9,297
| Closed | -$742K | – | 150 |
|
|
2025
Q1 | $742K | Sell |
9,297
-62
| -0.7% | -$4.95K | 0.01% | 366 |
|
|
2024
Q4 | $757K | Sell |
9,359
-47
| -0.5% | -$3.8K | 0.01% | 365 |
|
|
2024
Q3 | $783K | Buy |
9,406
+1,085
| +13% | +$90.3K | 0.01% | 372 |
|
|
2024
Q2 | $649K | Buy |
8,321
+290
| +4% | +$22.6K | 0.01% | 370 |
|
|
2024
Q1 | $612K | Buy |
8,031
+102
| +1% | +$7.77K | 0.01% | 385 |
|
|
2023
Q4 | $557K | Buy |
7,929
+428
| +6% | +$30.1K | 0.01% | 389 |
|
|
2023
Q3 | $476K | Buy |
7,501
+4,123
| +122% | +$262K | 0.01% | 399 |
|
|
2023
Q2 | $225K | Buy |
+3,378
| New | +$225K | ﹤0.01% | 475 |
|