Bank of Nova Scotia
DGRW icon

Bank of Nova Scotia’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bank of Nova Scotia’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
2023
Q4 		– Sell
-10,400
Closed -$660K – 1025
2023
Q3 		$660K Sell
10,400
-600
-5% -$39.9K ﹤0.01% 766
2023
Q2 		$733K Buy
+11,000
New +$699K ﹤0.01% 721
2022
Q4 		– Sell
-1,284,450
Closed -$69.2M – 1192
2022
Q3 		$69.2M Buy
+1,284,450
New +$76M 0.22% 81
2021
Q1 		– Sell
-18,003
Closed -$964K – 1066
2020
Q4 		$964K Sell
18,003
-1,017
-5% -$52.6K ﹤0.01% 782
2020
Q3 		$943K Buy
19,020
+628
+3% +$30.5K ﹤0.01% 772
2020
Q2 		$837K Sell
18,392
-224
-1% -$9.7K ﹤0.01% 689
2020
Q1 		$724K Sell
18,616
-2,602
-12% -$118K ﹤0.01% 727
2019
Q4 		$1.03M Sell
21,218
-2,661
-11% -$124K ﹤0.01% 752
2019
Q3 		$1.08M Sell
23,879
-2,379
-9% -$105K ﹤0.01% 739
2019
Q2 		$1.15M Buy
+26,258
New +$1.14M ﹤0.01% 688
2019
Q1 		– Sell
-33,316
Closed -$1.28M – 860
2018
Q4 		$1.28M Buy
+33,316
New +$1.38M 0.01% 666

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Nova Scotia's DGRW Position: Q4 2023 in Review

Bank of Nova Scotia sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 10,400 shares — an estimated $660K sold.

Bank of Nova Scotia first reported a position in DGRW in Q4 2018 and held it in 11 quarters. The position peaked at $69.2M in Q3 2022. 571 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

  • Bank of Nova Scotia reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 10,400 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $660K.
  • Bank of Nova Scotia first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 11 quarters.
  • Bank of Nova Scotia's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $69.2M in Q3 2022.
  • 571 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Bank of Nova Scotia's 13F filing for Q4 2023, filed 12 Feb 2024.