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Fortis Advisors’s
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
Stock Holding History
Fortis Advisors’s Portfolio
DGRW Stock Details
DGRW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-7,608
Closed
-$296K
–
207
2020
Q1
$296K
Buy
7,608
+40
+0.5%
+$1.82K
0.2%
55
2019
Q4
$367K
Buy
7,568
+1,147
+18%
+$53.5K
0.22%
60
2019
Q3
$290K
Buy
6,421
+49
+0.8%
+$2.17K
0.14%
72
2019
Q2
$278K
Buy
6,372
+44
+0.7%
+$1.91K
0.14%
77
2019
Q1
$272K
Sell
6,328
-612
-9%
-$25.2K
0.14%
72
2018
Q4
$266K
Buy
6,940
+69
+1%
+$2.85K
0.16%
62
2018
Q3
$305K
Buy
6,871
+4,743
+223%
+$205K
0.17%
57
2018
Q2
$87K
Buy
2,128
+9
+0.4%
+$369
0.05%
162
2018
Q1
$86K
Buy
2,119
+17
+0.8%
+$715
0.05%
144
2017
Q4
$87K
Sell
2,102
-289
-12%
-$11.5K
0.05%
146
2017
Q3
$91K
Buy
+2,391
New
+$89.2K
0.06%
133
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1-Year Est. Return
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$94.2B AUM
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SC
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$20.7B AUM
19.76%
1-Year Est. Return
CCA
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$1.24B AUM
15.23%
1-Year Est. Return
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San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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