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

Barrett 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	-800	Closed	-$53K	–	285
2021 Q4	$53K	Hold	800	–	–	﹤0.01%	385
2021 Q3	$47K	Hold	800	–	–	﹤0.01%	326
2021 Q2	$48K	Hold	800	–	–	﹤0.01%	319
2021 Q1	$46K	Hold	800	–	–	﹤0.01%	308
2020 Q4	$43K	Hold	800	–	–	﹤0.01%	279
2020 Q3	$40K	Hold	800	–	–	﹤0.01%	264
2020 Q2	$36K	Hold	800	–	–	﹤0.01%	268
2020 Q1	$31K	Hold	800	–	–	﹤0.01%	247
2019 Q4	$39K	Hold	800	–	–	﹤0.01%	260
2019 Q3	$36K	Hold	800	–	–	﹤0.01%	255
2019 Q2	$35K	Hold	800	–	–	﹤0.01%	254
2019 Q1	$34K	Hold	800	–	–	﹤0.01%	261
2018 Q4	$31K	Hold	800	–	–	﹤0.01%	262
2018 Q3	$35K	Hold	800	–	–	﹤0.01%	266
2018 Q2	$33K	Hold	800	–	–	﹤0.01%	272
2018 Q1	$32K	Hold	800	–	–	﹤0.01%	270
2017 Q4	$33K	Sell	800 -250	-24%	-$9.98K	﹤0.01%	280
2017 Q3	$40K	Hold	1,050	–	–	﹤0.01%	248
2017 Q2	$39K	Hold	1,050	–	–	﹤0.01%	261
2017 Q1	$37K	Buy	+1,050	New	+$36.5K	﹤0.01%	247

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

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

Barrett Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 800 shares — an estimated $53K sold.

Barrett Asset Management first reported a position in DGRW in Q1 2017 and held it in 20 quarters. The position peaked at $53K in Q4 2021. 385 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

Barrett Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 800 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $53K.
Barrett Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and held it in 20 quarters.
Barrett Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $53K in Q4 2021.
385 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.