KCFA
Key Client Fiduciary Advisors’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 | $730K | Buy |
8,720
+370
| +4% | +$31K | 0.3% | 76 |
|
|
2025
Q1 | $667K | Buy |
8,350
+135
| +2% | +$10.8K | 0.3% | 74 |
|
|
2024
Q4 | $665K | Buy |
8,215
+74
| +0.9% | +$5.99K | 0.29% | 79 |
|
|
2024
Q3 | $677K | Buy |
8,141
+209
| +3% | +$17.4K | 0.3% | 74 |
|
|
2024
Q2 | $619K | Buy |
7,932
+345
| +5% | +$26.9K | 0.31% | 75 |
|
|
2024
Q1 | $578K | Buy |
7,587
+408
| +6% | +$31.1K | 0.31% | 76 |
|
|
2023
Q4 | $505K | Buy |
7,179
+191
| +3% | +$13.4K | 0.29% | 85 |
|
|
2023
Q3 | $444K | Buy |
6,988
+2,401
| +52% | +$152K | 0.27% | 90 |
|
|
2023
Q2 | $306K | Buy |
+4,587
| New | +$306K | 0.18% | 124 |
|