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Benjamin F. Edwards & Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$152K Buy
+1,946
New +$147K ﹤0.01% 985
2024
Q1 		– Sell
-100
Closed -$7K – 2140
2023
Q4 		$7K Hold
100
– – ﹤0.01% 1749
2023
Q3 		$6K Hold
100
– – ﹤0.01% 1498
2023
Q2 		$7K Hold
100
– – ﹤0.01% 1470
2023
Q1 		$6K Hold
100
– – ﹤0.01% 1494
2022
Q4 		$6K Hold
100
– – ﹤0.01% 1523
2022
Q3 		$5K Hold
100
– – ﹤0.01% 1543
2022
Q2 		$6K Hold
100
– – ﹤0.01% 1487
2022
Q1 		$6K Hold
100
– – ﹤0.01% 1472
2021
Q4 		$7K Hold
100
– – ﹤0.01% 1453
2021
Q3 		$6K Hold
100
– – ﹤0.01% 1479
2021
Q2 		$6K Hold
100
– – ﹤0.01% 1476
2021
Q1 		$6K Hold
100
– – ﹤0.01% 1460
2020
Q4 		$5K Hold
100
– – ﹤0.01% 1390
2020
Q3 		$5K Hold
100
– – ﹤0.01% 1413
2020
Q2 		$5K Hold
100
– – ﹤0.01% 1418
2020
Q1 		$4K Hold
100
– – ﹤0.01% 1467
2019
Q4 		$5K Sell
100
-509
-84% -$23.8K ﹤0.01% 1601
2019
Q3 		$27K Buy
609
+509
+509% +$22.5K ﹤0.01% 1099
2019
Q2 		$4K Buy
+100
New +$4.33K ﹤0.01% 1666

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Benjamin F. Edwards & Company's DGRW Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024: 1,946 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in DGRW as recently as Q4 2023.

Benjamin F. Edwards & Company first reported a position in DGRW in Q2 2019 and has held it in 20 quarters since. 623 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,946 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $152K as of Q2 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Benjamin F. Edwards & Company position in Q2 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #985 holding.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 20 quarters since.
  • 623 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.