FFS
Founders Financial Securities’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 | $3.6M | Sell |
42,946
-12,209
| -22% | -$1.02M | 0.27% | 80 |
|
|
2025
Q1 | $4.26M | Sell |
55,155
-3,106
| -5% | -$240K | 0.36% | 62 |
|
|
2024
Q4 | $4.72M | Sell |
58,261
-1,729
| -3% | -$140K | 0.43% | 53 |
|
|
2024
Q3 | $4.99M | Sell |
59,990
-811
| -1% | -$67.5K | 0.46% | 47 |
|
|
2024
Q2 | $4.75M | Buy |
60,801
+1,171
| +2% | +$91.4K | 0.45% | 50 |
|
|
2024
Q1 | $4.54M | Buy |
59,630
+1,927
| +3% | +$147K | 0.48% | 47 |
|
|
2023
Q4 | $4.06M | Sell |
57,703
-41,625
| -42% | -$2.93M | 0.45% | 48 |
|
|
2023
Q3 | $6.31M | Buy |
99,328
+59,335
| +148% | +$3.77M | 0.82% | 29 |
|
|
2023
Q2 | $2.67M | Buy |
39,993
+35,877
| +872% | +$2.39M | 0.35% | 62 |
|
|
2023
Q1 | $257K | Sell |
4,116
-51,545
| -93% | -$3.21M | 0.04% | 277 |
|
|
2022
Q4 | $3.36M | Sell |
55,661
-1,192
| -2% | -$71.9K | 0.53% | 44 |
|
|
2022
Q3 | $3.07M | Sell |
56,853
-656
| -1% | -$35.4K | 0.54% | 37 |
|
|
2022
Q2 | $3.3M | Sell |
57,509
-9,006
| -14% | -$516K | 0.64% | 31 |
|
|
2022
Q1 | $4.24M | Buy |
66,515
+21,784
| +49% | +$1.39M | 0.75% | 30 |
|
|
2021
Q4 | $2.95M | Sell |
44,731
-24,310
| -35% | -$1.6M | 0.53% | 45 |
|
|
2021
Q3 | $4.06M | Buy |
69,041
+23,799
| +53% | +$1.4M | 0.82% | 23 |
|
|
2021
Q2 | $2.7M | Buy |
+45,242
| New | +$2.7M | 0.54% | 40 |
|
|
2020
Q2 | – | Sell |
-7,435
| Closed | -$289K | – | 176 |
|
|
2020
Q1 | $289K | Buy |
+7,435
| New | +$289K | 0.11% | 98 |
|
|
2019
Q4 | – | Sell |
-7,145
| Closed | -$322K | – | 126 |
|
|
2019
Q3 | $322K | Sell |
7,145
-170
| -2% | -$7.66K | 0.1% | 102 |
|
|
2019
Q2 | $319K | Buy |
7,315
+2,005
| +38% | +$87.4K | 0.11% | 99 |
|
|
2019
Q1 | $229K | Sell |
5,310
-1,280
| -19% | -$55.2K | 0.07% | 102 |
|
|
2018
Q4 | $253K | Buy |
6,590
+595
| +10% | +$22.8K | 0.09% | 93 |
|
|
2018
Q3 | $266K | Buy |
+5,995
| New | +$266K | 0.07% | 94 |
|