FPAS
Focus Partners Advisor Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
62,968
+6,050
| +11% | +$507K | 0.07% | 137 |
|
|
2025
Q1 | $4.55M | Buy |
56,918
+26,423
| +87% | +$2.11M | 0.07% | 145 |
|
|
2024
Q4 | $2.47M | Sell |
30,495
-16,143
| -35% | -$1.31M | 0.04% | 199 |
|
|
2024
Q3 | $3.88M | Buy |
46,638
+9,790
| +27% | +$815K | 0.08% | 124 |
|
|
2024
Q2 | $2.88M | Buy |
36,848
+4,593
| +14% | +$358K | 0.08% | 129 |
|
|
2024
Q1 | $2.46M | Buy |
32,255
+7,480
| +30% | +$570K | 0.07% | 139 |
|
|
2023
Q4 | $1.74M | Buy |
24,775
+2,093
| +9% | +$147K | 0.08% | 113 |
|
|
2023
Q3 | $1.44M | Buy |
22,682
+5,220
| +30% | +$331K | 0.07% | 136 |
|
|
2023
Q2 | $1.16M | Buy |
17,462
+5,271
| +43% | +$351K | 0.06% | 122 |
|
|
2023
Q1 | $760K | Buy |
12,191
+6,244
| +105% | +$389K | 0.05% | 155 |
|
|
2022
Q4 | $359K | Buy |
+5,947
| New | +$359K | 0.03% | 233 |
|