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Aspen Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Aspen Investment Management’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
2020
Q1 		– Sell
-36,875
Closed -$1.79M – 110
2019
Q4 		$1.79M Sell
36,875
-756
-2% -$35.3K 1.11% 25
2019
Q3 		$1.7M Sell
37,631
-2,485
-6% -$110K 1.13% 23
2019
Q2 		$1.75M Buy
40,116
+28
+0.1% +$1.21K 1.15% 22
2019
Q1 		$1.73M Sell
40,088
-1,771
-4% -$73.1K 1.2% 20
2018
Q4 		$1.6M Sell
41,859
-6,402
-13% -$265K 1.29% 18
2018
Q3 		$2.14M Sell
48,261
-7,507
-13% -$324K 1.41% 13
2018
Q2 		$2.29M Sell
55,768
-7,027
-11% -$288K 1.58% 12
2018
Q1 		$2.53M Buy
62,795
+1,199
+2% +$50.4K 1.82% 10
2017
Q4 		$2.55M Buy
61,596
+2,425
+4% +$96.8K 1.81% 11
2017
Q3 		$2.26M Buy
59,171
+2,556
+5% +$95.3K 1.68% 13
2017
Q2 		$2.08M Buy
56,615
+41,900
+285% +$1.52M 1.57% 13
2017
Q1 		$522K Buy
14,715
+423
+3% +$14.7K 0.39% 70
2016
Q4 		$475K Buy
14,292
+3,233
+29% +$105K 0.36% 71
2016
Q3 		$357K Buy
11,059
+2,753
+33% +$89.3K 0.28% 82
2016
Q2 		$262K Buy
8,306
+143
+2% +$4.47K 0.22% 101
2016
Q1 		$255K Buy
+8,163
New +$240K 0.23% 100

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Aspen Investment Management's DGRW Position: Q1 2020 in Review

Aspen Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2020, closing a stake of 36,875 shares — an estimated $1.79M sold.

Aspen Investment Management first reported a position in DGRW in Q1 2016 and held it in 16 quarters. The position peaked at $2.55M in Q4 2017. 243 funds tracked by Wall St. Rank hold DGRW as of Q1 2020.

  • Aspen Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
  • Aspen Investment Management sold 36,875 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2020, an estimated $1.79M.
  • Aspen Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2016 and held it in 16 quarters.
  • Aspen Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.55M in Q4 2017.
  • 243 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2020.

Based on Aspen Investment Management's 13F filing for Q1 2020, filed 15 May 2020.