Bartlett & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bartlett & Co’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	$27K	Buy	389 +195	+101%	+$12.9K	﹤0.01%	811
2023 Q3	$12K	Hold	194	–	–	﹤0.01%	902
2023 Q2	$13K	Hold	194	–	–	﹤0.01%	886
2023 Q1	$12K	Hold	194	–	–	﹤0.01%	794
2022 Q4	$12K	Hold	194	–	–	﹤0.01%	802
2022 Q3	$10K	Hold	194	–	–	﹤0.01%	822
2022 Q2	$11K	Hold	194	–	–	﹤0.01%	842
2022 Q1	$12K	Buy	+194	New	+$12.2K	﹤0.01%	801
2020 Q2	–	Sell	-206	Closed	-$8K	–	834
2020 Q1	$8K	Buy	+206	New	+$9.36K	﹤0.01%	678

Other funds holding DGRW

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PAG

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

Bartlett & Co's DGRW Position: Q4 2023 in Review

Bartlett & Co increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 101% in Q4 2023, buying an estimated $12.9K and bringing the position to 389 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Bartlett & Co first reported a position in DGRW in Q1 2020 and has held it in 9 quarters since. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

Bartlett & Co held 389 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $27K as of Q4 2023.
Bartlett & Co bought 195 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $12.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #811 holding.
Bartlett & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 9 quarters since.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.