First Capital Advisors Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

First Capital Advisors Group’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
2023 Q2	$915K	Buy	13,726 +271	+2%	+$17.2K	0.48%	53
2023 Q1	$839K	Buy	13,455 +183	+1%	+$11.2K	0.54%	52
2022 Q4	$801K	Buy	13,272 +248	+2%	+$14.8K	0.54%	53
2022 Q3	$702K	Buy	13,024 +795	+7%	+$47K	0.59%	47
2022 Q2	$701K	Sell	12,229 -713	-6%	-$43.2K	0.48%	51
2022 Q1	$824K	Sell	12,942 -366	-3%	-$23.1K	0.54%	43
2021 Q4	$876K	Buy	+13,308	New	+$836K	0.48%	46

Other funds holding DGRW

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

First Capital Advisors Group's DGRW Position: Q2 2023 in Review

First Capital Advisors Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2% in Q2 2023, buying an estimated $17.2K and bringing the position to 13,726 shares worth $915K. The position accounts for 0.48% of the portfolio, ranked #53.

First Capital Advisors Group first reported a position in DGRW in Q4 2021 and has held it in 7 quarters since. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

First Capital Advisors Group held 13,726 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $915K as of Q2 2023.
First Capital Advisors Group bought 271 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2023, an estimated $17.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.48% of First Capital Advisors Group's portfolio in Q2 2023, its #53 holding.
First Capital Advisors Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 7 quarters since.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.