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Beacon Harbor Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Beacon Harbor Wealth 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
2023
Q1 		– Sell
-71,195
Closed -$4.3M – 74
2022
Q4 		$4.3M Buy
+71,195
New +$4.25M 1.46% 37

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Ameriprise
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Beacon Harbor Wealth Advisors's DGRW Position: Q1 2023 in Review

Beacon Harbor Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2023, closing a stake of 71,195 shares — an estimated $4.3M sold.

Beacon Harbor Wealth Advisors first reported a position in DGRW in Q4 2022 and held it in 1 quarter. The position peaked at $4.3M in Q4 2022. 462 funds tracked by Wall St. Rank hold DGRW as of Q1 2023.

  • Beacon Harbor Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 71,195 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2023, an estimated $4.3M.
  • Beacon Harbor Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.3M in Q4 2022.
  • 462 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.