Atlanta Financial Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Atlanta Financial Associates’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
2021 Q1	$416K	Hold	7,703	–	–	0.19%	42
2020 Q4	$416K	Buy	7,703 +28	+0.4%	+$1.45K	0.19%	42
2020 Q3	$380K	Buy	7,675 +13	+0.2%	+$631	0.2%	43
2020 Q2	$349K	Sell	7,662 -4,712	-38%	-$204K	0.19%	40
2020 Q1	$481K	Buy	+12,374	New	+$562K	0.38%	28

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Atlanta Financial Associates's DGRW Position: Q1 2021 in Review

Atlanta Financial Associates held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2021 at 7,703 shares worth $416K. The position accounts for 0.19% of the portfolio, ranked #42.

Atlanta Financial Associates first reported a position in DGRW in Q1 2020 and has held it in 5 quarters since. The position peaked at $481K in Q1 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

Atlanta Financial Associates held 7,703 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $416K as of Q1 2021.
Atlanta Financial Associates left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2021.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.19% of Atlanta Financial Associates's portfolio in Q1 2021, its #42 holding.
Atlanta Financial Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 5 quarters since.
Atlanta Financial Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $481K in Q1 2020.
314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.