ACK
DGRW icon

Andrew C. Karlinski’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-10,512
Closed -$567K – 43
2022
Q3 		$567K Sell
10,512
-5,635
-35% -$333K 0.86% 30
2022
Q2 		$925K Buy
16,147
+5,930
+58% +$359K 1.36% 24
2022
Q1 		$651K Buy
10,217
+1,323
+15% +$83.5K 1.18% 23
2021
Q4 		$586K Buy
+8,894
New +$559K 1.07% 26

Other funds holding DGRW

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Andrew C. Karlinski's DGRW Position: Q4 2022 in Review

Andrew C. Karlinski sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 10,512 shares — an estimated $567K sold.

Andrew C. Karlinski first reported a position in DGRW in Q4 2021 and held it in 4 quarters. The position peaked at $925K in Q2 2022. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

  • Andrew C. Karlinski reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 10,512 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $567K.
  • Andrew C. Karlinski first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $925K in Q2 2022.
  • 443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.