First National Bank Sioux Falls’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 | $431K | Buy |
5,150
+253
| +5% | +$21.2K | 0.16% | 88 |
|
2025
Q1 | $391K | Buy |
4,897
+448
| +10% | +$35.8K | 0.16% | 90 |
|
2024
Q4 | $360K | Buy |
4,449
+1,043
| +31% | +$84.4K | 0.15% | 92 |
|
2024
Q3 | $283K | Buy |
+3,406
| New | +$283K | 0.13% | 111 |
|
2016
Q4 | – | Sell |
-7,778
| Closed | -$251K | – | 81 |
|
2016
Q3 | $251K | Sell |
7,778
-1,725
| -18% | -$55.7K | 0.68% | 35 |
|
2016
Q2 | $300K | Buy |
9,503
+73
| +0.8% | +$2.31K | 0.94% | 23 |
|
2016
Q1 | $295K | Sell |
9,430
-505
| -5% | -$15.8K | 0.99% | 22 |
|
2015
Q4 | $302K | Sell |
9,935
-725
| -7% | -$22K | 0.96% | 22 |
|
2015
Q3 | $305K | Buy |
+10,660
| New | +$305K | 1% | 22 |
|