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Inspire Trust Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Inspire Trust Company’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
2024
Q3 		– Sell
-13,150
Closed -$1.03M – 108
2024
Q2 		$1.03M Hold
13,150
– – 0.34% 94
2024
Q1 		$1M Hold
13,150
– – 0.56% 70
2023
Q4 		$924K Buy
+13,150
New +$868K 0.95% 32

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Morgan Stanley
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HC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Inspire Trust Company's DGRW Position: Q3 2024 in Review

Inspire Trust Company sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 13,150 shares — an estimated $1.03M sold.

Inspire Trust Company first reported a position in DGRW in Q4 2023 and held it in 3 quarters. The position peaked at $1.03M in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • Inspire Trust Company reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Inspire Trust Company sold 13,150 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $1.03M.
  • Inspire Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 3 quarters.
  • Inspire Trust Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.03M in Q2 2024.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Inspire Trust Company's 13F filing for Q3 2024, filed 2 Dec 2024.