Ahrens Investment Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$58.3K	Buy	+935	New	+$57.5K	0.03%	298
2022 Q3	–	Sell	-935	Closed	-$54K	–	341
2022 Q2	$54K	Sell	935 -400	-30%	-$24.2K	0.02%	316
2022 Q1	$85K	Sell	1,335 -200	-13%	-$12.6K	0.03%	298
2021 Q4	$101K	Buy	+1,535	New	+$96.4K	0.04%	286
2020 Q1	–	Sell	-5,350	Closed	-$259K	–	143
2019 Q4	$259K	Sell	5,350 -200	-4%	-$9.33K	0.11%	133
2019 Q3	$250K	Sell	5,550 -1,500	-21%	-$66.4K	0.11%	136
2019 Q2	$308K	Sell	7,050 -300	-4%	-$13K	0.14%	110
2019 Q1	$316K	Sell	7,350 -8,650	-54%	-$357K	0.14%	102
2018 Q4	$613K	Sell	16,000 -16,000	-50%	-$661K	0.29%	67
2018 Q3	$1.42M	Sell	32,000 -1,325	-4%	-$57.3K	0.53%	48
2018 Q2	$1.37M	Sell	33,325 -22,975	-41%	-$943K	0.57%	47
2018 Q1	$2.27M	Buy	+56,300	New	+$2.37M	0.98%	27

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ahrens Investment Partners's DGRW Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2023: 935 shares worth $58.3K. The stake represents 0.03% of the portfolio and ranks #298 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DGRW as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DGRW in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.27M in Q1 2018. 462 funds tracked by Wall St. Rank hold DGRW as of Q1 2023.

Ahrens Investment Partners held 935 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $58.3K as of Q1 2023.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Ahrens Investment Partners position in Q1 2023.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #298 holding.
Ahrens Investment Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 12 quarters since.
Ahrens Investment Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.27M in Q1 2018.
462 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.