Arcadia Wealth Management (New Hampshire)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 Q2	–	Sell	-4,886	Closed	-$305K	–	54
2023 Q1	$305K	Sell	4,886 -893	-15%	-$54.9K	0.25%	49
2022 Q4	$349K	Buy	+5,779	New	+$345K	0.31%	40

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 $21.8B AUM 28.57% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s DGRW Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2023, closing a stake of 4,886 shares — an estimated $305K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in DGRW in Q4 2022 and held it in 2 quarters. The position peaked at $349K in Q4 2022. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

Arcadia Wealth Management (New Hampshire) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 4,886 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2023, an estimated $305K.
Arcadia Wealth Management (New Hampshire) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 2 quarters.
Arcadia Wealth Management (New Hampshire)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $349K in Q4 2022.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.