Advisor Consultant Network’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Advisor Consultant Network’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
2016 Q3	$1.97M	Buy	+61,117	New	+$1.98M	0.28%	84

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Advisor Consultant Network's DGRW Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2016: 61,117 shares worth $1.97M. The stake represents 0.28% of the portfolio and ranks #84 among its holdings.

70 funds tracked by Wall St. Rank hold DGRW as of Q3 2016.

Advisor Consultant Network held 61,117 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.97M as of Q3 2016.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Advisor Consultant Network position in Q3 2016.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.28% of Advisor Consultant Network's portfolio in Q3 2016, its #84 holding.
70 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.