FirstPurpose Wealth’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
2024
Q1
$430K Buy
5,789
+90
+2% +$6.68K 0.16% 120
2023
Q4
$401K Buy
5,699
+795
+16% +$55.9K 0.15% 119
2023
Q3
$311K Buy
4,904
+345
+8% +$21.9K 0.13% 132
2023
Q2
$304K Buy
4,559
+713
+19% +$47.5K 0.13% 138
2023
Q1
$240K Buy
+3,846
New +$240K 0.12% 157