9258 Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

9258 Wealth 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 Q3	$3.7M	Sell	44,433 -1,611	-3%	-$129K	0.55%	36
2024 Q2	$3.59M	Sell	46,044 -1,993	-4%	-$151K	0.55%	38
2024 Q1	$3.66M	Sell	48,037 -766	-2%	-$55.9K	0.57%	37
2023 Q4	$3.43M	Sell	48,803 -17,644	-27%	-$1.17M	0.6%	34
2023 Q3	$4.22M	Sell	66,447 -40,183	-38%	-$2.67M	0.82%	25
2023 Q2	$7.11M	Sell	106,630 -118,758	-53%	-$7.54M	1.34%	20
2023 Q1	$14.1M	Buy	225,388 +7,846	+4%	+$482K	2.84%	4
2022 Q4	$13.1M	Buy	217,542 +73,529	+51%	+$4.39M	2.84%	4
2022 Q3	$7.76M	Buy	+144,013	New	+$8.52M	1.99%	11

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

9258 Wealth Management's DGRW Position: Q3 2024 in Review

9258 Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q3 2024, selling an estimated $129K and leaving 44,433 shares worth $3.7M. The position accounts for 0.55% of the portfolio, ranked #36.

9258 Wealth Management first reported a position in DGRW in Q3 2022 and has held it in 9 quarters since. The position peaked at $14.1M in Q1 2023. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

9258 Wealth Management held 44,433 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.7M as of Q3 2024.
9258 Wealth Management sold 1,611 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $129K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.55% of 9258 Wealth Management's portfolio in Q3 2024, its #36 holding.
9258 Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 9 quarters since.
9258 Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14.1M in Q1 2023.
645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.