Baldwin Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-16,929	Closed	-$1.41M	–	433
2024 Q3	$1.41M	Buy	+16,929	New	+$1.36M	0.1%	107
2023 Q4	–	Sell	-113	Closed	-$7.17K	–	740
2023 Q3	$7.17K	Buy	+113	New	+$7.51K	﹤0.01%	599

Other funds holding DGRW

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Baldwin Wealth Partners's DGRW Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 16,929 shares — an estimated $1.41M sold.

Baldwin Wealth Partners first reported a position in DGRW in Q3 2023 and held it in 2 quarters. The position peaked at $1.41M in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Baldwin Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 16,929 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $1.41M.
Baldwin Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 2 quarters.
Baldwin Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.41M in Q3 2024.
711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.