Baker Tilly Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Baker Tilly Wealth 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
2024 Q2	–	Sell	-3,837	Closed	-$292K	–	314
2024 Q1	$292K	Sell	3,837 -2,314	-38%	-$169K	0.05%	350
2023 Q4	$432K	Buy	6,151 +2,675	+77%	+$177K	0.07%	311
2023 Q3	$221K	Sell	3,476 -1,494	-30%	-$99.3K	0.04%	423
2023 Q2	$331K	Buy	4,970 +338	+7%	+$21.5K	0.03%	438
2023 Q1	$289K	Buy	4,632 +1,208	+35%	+$74.2K	0.03%	457
2022 Q4	$207K	Buy	+3,424	New	+$204K	0.03%	503

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

Baker Tilly Wealth Management's DGRW Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 3,837 shares — an estimated $292K sold.

Baker Tilly Wealth Management first reported a position in DGRW in Q4 2022 and held it in 6 quarters. The position peaked at $432K in Q4 2023. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Baker Tilly Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,837 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $292K.
Baker Tilly Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 6 quarters.
Baker Tilly Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $432K in Q4 2023.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.