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

Advisor 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
2019
Q4 		$16.2M Buy
334,018
+4,246
+1% +$198K 0.11% 165
2019
Q3 		$14.9M Buy
329,772
+286,842
+668% +$12.7M 0.11% 171
2019
Q2 		$1.88M Sell
42,930
-6,692
-13% -$290K 0.01% 784
2019
Q1 		$2.14M Sell
49,622
-3,402
-6% -$140K 0.02% 691
2018
Q4 		$2.03M Buy
53,024
+28,506
+116% +$1.18M 0.02% 632
2018
Q3 		$1.09M Buy
24,518
+1,904
+8% +$82.3K 0.01% 935
2018
Q2 		$929K Buy
22,614
+1,559
+7% +$64K 0.01% 905
2018
Q1 		$850K Sell
21,055
-3,760
-15% -$158K 0.01% 970
2017
Q4 		$1.03M Buy
24,815
+11,347
+84% +$453K 0.01% 864
2017
Q3 		$514K Sell
13,468
-2,223
-14% -$82.9K 0.01% 1195
2017
Q2 		$578K Buy
15,691
+3,934
+33% +$142K 0.01% 1057
2017
Q1 		$418K Sell
11,757
-3,300
-22% -$115K 0.01% 1174
2016
Q4 		$501K Buy
15,057
+11,879
+374% +$387K 0.01% 1023
2016
Q3 		$103K Buy
3,178
+94
+3% +$3.05K ﹤0.01% 1981
2016
Q2 		$96K Buy
+3,084
New +$96.4K ﹤0.01% 1957

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Advisor Group's DGRW Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.3% in Q4 2019, buying an estimated $198K and bringing the position to 334,018 shares worth $16.2M. The position accounts for 0.11% of the portfolio, ranked #165.

Advisor Group first reported a position in DGRW in Q2 2016 and has held it in 15 quarters since. 250 funds tracked by Wall St. Rank hold DGRW as of Q4 2019.

  • Advisor Group held 334,018 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $16.2M as of Q4 2019.
  • Advisor Group bought 4,246 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2019, an estimated $198K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of Advisor Group's portfolio in Q4 2019, its #165 holding.
  • Advisor Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2016 and has held it in 15 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.