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

RFP 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
2023
Q3 		– Sell
-2
Closed -$141 – 911
2023
Q2 		$141 Buy
+2
New +$127 ﹤0.01% 935

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RJFSA
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HighTower Advisors
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UBS Group
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PAG
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RFP Financial Group's DGRW Position: Q3 2023 in Review

RFP Financial Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 2 shares — an estimated $141 sold.

RFP Financial Group first reported a position in DGRW in Q2 2023 and held it in 1 quarter. The position peaked at $141 in Q2 2023. 508 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

  • RFP Financial Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 2 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $141.
  • RFP Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 1 quarter.
  • RFP Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $141 in Q2 2023.
  • 508 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.