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American Portfolios Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$20.6K Buy
383
+1
+0.3% +$59 ﹤0.01% 2170
2022
Q2 		$21.9K Sell
382
-104
-21% -$6.3K ﹤0.01% 2188
2022
Q1 		$31K Hold
486
– – ﹤0.01% 2132
2021
Q4 		$32K Sell
486
-262
-35% -$16.5K ﹤0.01% 2099
2021
Q3 		$44K Buy
748
+1
+0.1% +$61 ﹤0.01% 1841
2021
Q2 		$44.6K Buy
747
+1
+0.1% +$59 ﹤0.01% 1785
2021
Q1 		$42.7K Sell
746
-24
-3% -$1.32K ﹤0.01% 1672
2020
Q4 		$41.6K Sell
770
-169
-18% -$8.75K ﹤0.01% 1489
2020
Q3 		$46.6K Buy
939
+515
+121% +$25K ﹤0.01% 1342
2020
Q2 		$19.3K Hold
424
– – ﹤0.01% 1654
2020
Q1 		$16.5K Buy
424
+216
+104% +$9.81K ﹤0.01% 1597
2019
Q4 		$10.1K Buy
208
+1
+0.5% +$47 ﹤0.01% 1993
2019
Q3 		$9.35K Sell
207
-167
-45% -$7.39K ﹤0.01% 1950
2019
Q2 		$16.3K Buy
374
+1
+0.3% +$43 ﹤0.01% 1737
2019
Q1 		$16.1K Sell
373
-380
-50% -$15.7K ﹤0.01% 1656
2018
Q4 		$28.9K Buy
753
+647
+610% +$26.7K ﹤0.01% 1239
2018
Q3 		$4.7K Sell
106
-1
-0.9% -$43 ﹤0.01% 2027
2018
Q2 		$4.39K Hold
107
– – ﹤0.01% 2024
2018
Q1 		$4.32K Buy
107
+1
+0.9% +$42 ﹤0.01% 1924
2017
Q4 		$4.39K Buy
+106
New +$4.23K ﹤0.01% 1886

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

American Portfolios Advisors's DGRW Position: Q3 2022 in Review

American Portfolios Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.26% in Q3 2022, buying an estimated $59 and bringing the position to 383 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

American Portfolios Advisors first reported a position in DGRW in Q4 2017 and has held it in 20 quarters since. The position peaked at $46.6K in Q3 2020. 395 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • American Portfolios Advisors held 383 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $20.6K as of Q3 2022.
  • American Portfolios Advisors bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q3 2022, an estimated $59.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2170 holding.
  • American Portfolios Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $46.6K in Q3 2020.
  • 395 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.