FCAG
First Capital Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $915K | Buy |
13,726
+271
| +2% | +$18.1K | 0.48% | 53 |
|
|
2023
Q1 | $839K | Buy |
13,455
+183
| +1% | +$11.4K | 0.54% | 52 |
|
|
2022
Q4 | $801K | Buy |
13,272
+248
| +2% | +$15K | 0.54% | 53 |
|
|
2022
Q3 | $702K | Buy |
13,024
+795
| +7% | +$42.9K | 0.59% | 47 |
|
|
2022
Q2 | $701K | Sell |
12,229
-713
| -6% | -$40.9K | 0.48% | 51 |
|
|
2022
Q1 | $824K | Sell |
12,942
-366
| -3% | -$23.3K | 0.54% | 43 |
|
|
2021
Q4 | $876K | Buy |
+13,308
| New | +$876K | 0.48% | 46 |
|