Alliance Wealth Advisors (Utah)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q2	–	Sell	-7,288	Closed	-$555K	–	233
2024 Q1	$555K	Buy	7,288 +484	+7%	+$35.3K	0.17%	129
2023 Q4	$478K	Sell	6,804 -2,179	-24%	-$144K	0.16%	135
2023 Q3	$570K	Buy	8,983 +60	+0.7%	+$3.99K	0.21%	107
2023 Q2	$595K	Sell	8,923 -256	-3%	-$16.3K	0.22%	106
2023 Q1	$572K	Buy	9,179 +11	+0.1%	+$676	0.23%	105
2022 Q4	$553K	Buy	+9,168	New	+$547K	0.25%	99

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

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

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

Alliance Wealth Advisors (Utah)'s DGRW Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 7,288 shares — an estimated $555K sold.

Alliance Wealth Advisors (Utah) first reported a position in DGRW in Q4 2022 and held it in 6 quarters. The position peaked at $595K in Q2 2023. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Alliance Wealth Advisors (Utah) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 7,288 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $555K.
Alliance Wealth Advisors (Utah) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 6 quarters.
Alliance Wealth Advisors (Utah)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $595K in Q2 2023.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.