Financial Counselors Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-9,297	Closed	-$742K	–	150
2025 Q1	$742K	Sell	9,297 -62	-0.7%	-$5.08K	0.01%	366
2024 Q4	$757K	Sell	9,359 -47	-0.5%	-$3.93K	0.01%	365
2024 Q3	$783K	Buy	9,406 +1,085	+13%	+$86.9K	0.01%	372
2024 Q2	$649K	Buy	8,321 +290	+4%	+$21.9K	0.01%	370
2024 Q1	$612K	Buy	8,031 +102	+1%	+$7.44K	0.01%	385
2023 Q4	$557K	Buy	7,929 +428	+6%	+$28.3K	0.01%	389
2023 Q3	$476K	Buy	7,501 +4,123	+122%	+$274K	0.01%	399
2023 Q2	$225K	Buy	+3,378	New	+$215K	﹤0.01%	475

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Counselors Inc's DGRW Position: Q2 2025 in Review

Financial Counselors Inc sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 9,297 shares — an estimated $742K sold.

Financial Counselors Inc first reported a position in DGRW in Q2 2023 and held it in 8 quarters. The position peaked at $783K in Q3 2024. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Financial Counselors Inc reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 9,297 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $742K.
Financial Counselors Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 8 quarters.
Financial Counselors Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $783K in Q3 2024.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.