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20/20 Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

20/20 Capital 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
2021
Q2 		$408K Sell
6,845
-68
-1% -$4.02K 0.11% 113
2021
Q1 		$395K Sell
6,913
-34,855
-83% -$1.91M 0.11% 113
2020
Q4 		$2.26M Buy
+41,768
New +$2.16M 0.66% 39

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

20/20 Capital Management's DGRW Position: Q2 2021 in Review

20/20 Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.98% in Q2 2021, selling an estimated $4.02K and leaving 6,845 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #113.

20/20 Capital Management first reported a position in DGRW in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.26M in Q4 2020. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

  • 20/20 Capital Management held 6,845 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $408K as of Q2 2021.
  • 20/20 Capital Management sold 68 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $4.02K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of 20/20 Capital Management's portfolio in Q2 2021, its #113 holding.
  • 20/20 Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 3 quarters since.
  • 20/20 Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.26M in Q4 2020.
  • 325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.