FirstPurpose Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

FirstPurpose Wealth’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
2024 Q1	$430K	Buy	5,789 +90	+2%	+$6.57K	0.16%	120
2023 Q4	$401K	Buy	5,699 +795	+16%	+$52.5K	0.15%	119
2023 Q3	$311K	Buy	4,904 +345	+8%	+$22.9K	0.13%	132
2023 Q2	$304K	Buy	4,559 +713	+19%	+$45.3K	0.13%	138
2023 Q1	$240K	Buy	+3,846	New	+$236K	0.12%	157

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FirstPurpose Wealth's DGRW Position: Q1 2024 in Review

FirstPurpose Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q1 2024, buying an estimated $6.57K and bringing the position to 5,789 shares worth $430K. The position accounts for 0.16% of the portfolio, ranked #120.

FirstPurpose Wealth first reported a position in DGRW in Q1 2023 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

FirstPurpose Wealth held 5,789 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $430K as of Q1 2024.
FirstPurpose Wealth bought 90 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $6.57K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #120 holding.
FirstPurpose Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 5 quarters since.
599 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.