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

Avantax Planning 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
2024 Q1	–	Sell	-5,050	Closed	-$355K	–	467
2023 Q4	$355K	Hold	5,050	–	–	0.01%	275
2023 Q3	$321K	Hold	5,050	–	–	0.01%	275
2023 Q2	$337K	Hold	5,050	–	–	0.01%	275
2023 Q1	$315K	Hold	5,050	–	–	0.01%	283
2022 Q4	$305K	Buy	+5,050	New	+$301K	0.01%	295

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Planning Partners's DGRW Position: Q1 2024 in Review

Avantax Planning Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 5,050 shares — an estimated $355K sold.

Avantax Planning Partners first reported a position in DGRW in Q4 2022 and held it in 5 quarters. The position peaked at $355K in Q4 2023. 598 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Avantax Planning Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Avantax Planning Partners sold 5,050 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $355K.
Avantax Planning Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 5 quarters.
Avantax Planning Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $355K in Q4 2023.
598 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Avantax Planning Partners's 13F filing for Q1 2024, filed 3 May 2024.