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DGRW icon

Forte Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Forte Capital’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
2025
Q2 		$23.9M Buy
284,906
+72
+0% +$5.71K 2.56% 7
2025
Q1 		$22.7M Sell
284,834
-1,363
-0.5% -$112K 2.7% 8
2024
Q4 		$23.2M Sell
286,197
-1,037
-0.4% -$86.7K 2.6% 9
2024
Q3 		$23.9M Buy
287,234
+5,384
+2% +$431K 2.7% 8
2024
Q2 		$22M Buy
281,850
+77,084
+38% +$5.83M 2.66% 9
2024
Q1 		$15.6M Buy
204,766
+7,174
+4% +$523K 1.93% 16
2023
Q4 		$13.9M Buy
+197,592
New +$13M 1.9% 16

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return