Baldrige Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Baldrige Asset 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
2022 Q1	–	Sell	-54	Closed	-$4K	–	321
2021 Q4	$4K	Hold	54	–	–	﹤0.01%	295
2021 Q3	$3K	Sell	54 -56	-51%	-$3.43K	﹤0.01%	327
2021 Q2	$7K	Buy	+110	New	+$6.5K	﹤0.01%	310

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Baldrige Asset Management's DGRW Position: Q1 2022 in Review

Baldrige Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 54 shares — an estimated $4K sold.

Baldrige Asset Management first reported a position in DGRW in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 385 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

Baldrige Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Baldrige Asset Management sold 54 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $4K.
Baldrige Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 3 quarters.
Baldrige Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7K in Q2 2021.
385 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.