NFG
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NewFocus Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$210K Buy
+3,900
New +$202K 0.06% 113
2015
Q3 		– Sell
-44,345
Closed -$1.38M – 63
2015
Q2 		$1.38M Sell
44,345
-4,488
-9% -$142K 0.89% 38
2015
Q1 		$1.53M Sell
48,833
-3,460
-7% -$108K 0.95% 37
2014
Q4 		$1.63M Buy
+52,293
New +$1.57M 1.12% 34

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RJFSA
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CCA
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Ameriprise
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