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BBJS Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

BBJS Financial Advisors’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
Q3 		$43.7K Hold
525
– – 0.02% 77
2024
Q2 		$41K Sell
525
-400
-43% -$30.2K 0.02% 75
2024
Q1 		$70.5K Buy
+925
New +$67.5K 0.03% 61

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BBJS Financial Advisors's DGRW Position: Q3 2024 in Review

BBJS Financial Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2024 at 525 shares worth $43.7K. The position accounts for 0.02% of the portfolio, ranked #77.

BBJS Financial Advisors first reported a position in DGRW in Q1 2024 and has held it in 3 quarters since. The position peaked at $70.5K in Q1 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • BBJS Financial Advisors held 525 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $43.7K as of Q3 2024.
  • BBJS Financial Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #77 holding.
  • BBJS Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 3 quarters since.
  • BBJS Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $70.5K in Q1 2024.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.