FC
Forte Capital’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 | $23.9M | Buy |
284,906
+72
| +0% | +$6.03K | 2.56% | 7 |
|
|
2025
Q1 | $22.7M | Sell |
284,834
-1,363
| -0.5% | -$109K | 2.7% | 8 |
|
|
2024
Q4 | $23.2M | Sell |
286,197
-1,037
| -0.4% | -$83.9K | 2.6% | 9 |
|
|
2024
Q3 | $23.9M | Buy |
287,234
+5,384
| +2% | +$448K | 2.7% | 8 |
|
|
2024
Q2 | $22M | Buy |
281,850
+77,084
| +38% | +$6.02M | 2.66% | 9 |
|
|
2024
Q1 | $15.6M | Buy |
204,766
+7,174
| +4% | +$547K | 1.93% | 16 |
|
|
2023
Q4 | $13.9M | Buy |
+197,592
| New | +$13.9M | 1.9% | 16 |
|