1832 Asset Management
DGRW icon

1832 Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

1832 Asset Management’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
Q2 		– Sell
-37,060
Closed -$2.82M – 910
2024
Q1 		$2.82M Sell
37,060
-134,360
-78% -$9.8M ﹤0.01% 439
2023
Q4 		$12M Sell
171,420
-5,150
-3% -$340K 0.02% 304
2023
Q3 		$11.2M Sell
176,570
-2,260
-1% -$150K 0.02% 314
2023
Q2 		$11.9M Sell
178,830
-10,270
-5% -$652K 0.01% 316
2023
Q1 		$11.8M Sell
189,100
-3,220
-2% -$198K 0.02% 331
2022
Q4 		$11.6M Sell
192,320
-5,060
-3% -$302K 0.02% 334
2022
Q3 		$10.6M Sell
197,380
-13,160
-6% -$778K 0.02% 356
2022
Q2 		$12.1M Sell
210,540
-7,580
-3% -$459K 0.02% 335
2022
Q1 		$13.9M Buy
218,120
+4,170
+2% +$263K 0.02% 355
2021
Q4 		$11.1M Buy
213,950
+5,950
+3% +$374K 0.02% 304
2021
Q3 		$9.81M Buy
208,000
+17,880
+9% +$1.09M 0.02% 333
2021
Q2 		$9.12M Buy
190,120
+4,430
+2% +$262K 0.02% 321
2021
Q1 		$8.45M Buy
185,690
+5,440
+3% +$298K 0.02% 306
2020
Q4 		$7.59M Hold
180,250
– – 0.02% 315
2020
Q3 		$6.66M Sell
180,250
-17,800
-9% -$864K 0.02% 296
2020
Q2 		$6.54M Sell
198,050
-1,900
-1% -$82.2K 0.02% 272
2020
Q1 		$5.61M Buy
+199,950
New +$9.08M 0.02% 285

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

1832 Asset Management's DGRW Position: Q2 2024 in Review

1832 Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 37,060 shares — an estimated $2.82M sold.

1832 Asset Management first reported a position in DGRW in Q1 2020 and held it in 17 quarters. The position peaked at $13.9M in Q1 2022. 623 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • 1832 Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • 1832 Asset Management sold 37,060 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $2.82M.
  • 1832 Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 17 quarters.
  • 1832 Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.9M in Q1 2022.
  • 623 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on 1832 Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.