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

Arlington 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
2022 Q2	–	Sell	-160	Closed	-$10K	–	474
2022 Q1	$10K	Hold	160	–	–	﹤0.01%	381
2021 Q4	$11K	Hold	160	–	–	﹤0.01%	454
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	359
2021 Q2	$10K	Hold	160	–	–	﹤0.01%	267
2021 Q1	$9K	Hold	160	–	–	﹤0.01%	339
2020 Q4	$9K	Hold	160	–	–	﹤0.01%	191
2020 Q3	$8K	Buy	+160	New	+$7.77K	﹤0.01%	127

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 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 $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Arlington Partners's DGRW Position: Q2 2022 in Review

Arlington Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 160 shares — an estimated $10K sold.

Arlington Partners first reported a position in DGRW in Q3 2020 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Arlington Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Arlington Partners sold 160 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $10K.
Arlington Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and held it in 7 quarters.
Arlington Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11K in Q4 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Arlington Partners's 13F filing for Q2 2022, filed 25 Jul 2022.