PCIA
Prime Capital Investment 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 | $117M | Buy |
1,401,381
+393,077
| +39% | +$32.9M | 1.56% | 14 |
|
|
2025
Q1 | $80.5M | Buy |
1,008,304
+304,179
| +43% | +$24.3M | 0.94% | 26 |
|
|
2024
Q4 | $57M | Sell |
704,125
-3,707
| -0.5% | -$300K | 0.83% | 30 |
|
|
2024
Q3 | $58.9M | Sell |
707,832
-11,149
| -2% | -$928K | 0.84% | 29 |
|
|
2024
Q2 | $56.1M | Sell |
718,981
-75,214
| -9% | -$5.87M | 0.83% | 30 |
|
|
2024
Q1 | $60.5M | Buy |
794,195
+127,213
| +19% | +$9.69M | 0.84% | 24 |
|
|
2023
Q4 | $46.9M | Buy |
666,982
+108,707
| +19% | +$7.64M | 0.71% | 30 |
|
|
2023
Q3 | $35.4M | Sell |
558,275
-103,070
| -16% | -$6.54M | 0.73% | 28 |
|
|
2023
Q2 | $44.1M | Buy |
661,345
+118,028
| +22% | +$7.87M | 0.87% | 25 |
|
|
2023
Q1 | $33.9M | Sell |
543,317
-67,746
| -11% | -$4.22M | 1.39% | 12 |
|
|
2022
Q4 | $36.9M | Buy |
611,063
+120,580
| +25% | +$7.28M | 1.4% | 11 |
|
|
2022
Q3 | $26.4M | Buy |
490,483
+36,906
| +8% | +$1.99M | 1.52% | 13 |
|
|
2022
Q2 | $26M | Buy |
453,577
+163,274
| +56% | +$9.36M | 1.55% | 11 |
|
|
2022
Q1 | $19.1M | Sell |
290,303
-4,748
| -2% | -$313K | 1.06% | 14 |
|
|
2021
Q4 | $19.4M | Buy |
295,051
+38,155
| +15% | +$2.51M | 1.04% | 14 |
|
|
2021
Q3 | $15.1M | Buy |
256,896
+107,901
| +72% | +$6.35M | 0.94% | 16 |
|
|
2021
Q2 | $8.89M | Buy |
148,995
+17,696
| +13% | +$1.06M | 0.52% | 32 |
|
|
2021
Q1 | $7.51M | Buy |
131,299
+14,750
| +13% | +$844K | 0.54% | 28 |
|
|
2020
Q4 | $6.29M | Buy |
116,549
+5,557
| +5% | +$300K | 0.49% | 29 |
|
|
2020
Q3 | $5.5M | Sell |
110,992
-3,041
| -3% | -$151K | 0.46% | 31 |
|
|
2020
Q2 | $5.19M | Buy |
114,033
+21,486
| +23% | +$977K | 0.49% | 39 |
|
|
2020
Q1 | $3.6M | Buy |
92,547
+5,263
| +6% | +$205K | 0.43% | 46 |
|
|
2019
Q4 | $4.23M | Buy |
87,284
+3,489
| +4% | +$169K | 0.48% | 39 |
|
|
2019
Q3 | $3.78M | Buy |
83,795
+11,389
| +16% | +$513K | 0.58% | 44 |
|
|
2019
Q2 | $3.16M | Buy |
72,406
+8,953
| +14% | +$391K | 0.58% | 46 |
|
|
2019
Q1 | $2.73M | Buy |
63,453
+17,238
| +37% | +$742K | 0.8% | 36 |
|
|
2018
Q4 | $1.77M | Buy |
46,215
+4,978
| +12% | +$191K | 0.64% | 47 |
|
|
2018
Q3 | $1.83M | Buy |
+41,237
| New | +$1.83M | 0.58% | 54 |
|