BerganKDV Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

BerganKDV Wealth 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
2023 Q2	$400	Hold	6	–	–	﹤0.01%	830
2023 Q1	$375	Hold	6	–	–	﹤0.01%	997
2022 Q4	$362	Hold	6	–	–	﹤0.01%	981
2022 Q3	$0	Hold	6	–	–	﹤0.01%	987
2022 Q2	$0	Hold	6	–	–	﹤0.01%	985
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1011
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1069
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1048
2021 Q2	$0	Hold	6	–	–	﹤0.01%	988
2021 Q1	$0	Hold	6	–	–	﹤0.01%	945
2020 Q4	$0	Hold	6	–	–	﹤0.01%	958
2020 Q3	$0	Hold	6	–	–	﹤0.01%	925
2020 Q2	$0	Hold	6	–	–	﹤0.01%	987
2020 Q1	$0	Hold	6	–	–	﹤0.01%	934
2019 Q4	$0	Sell	6 -1	-14%	-$47	﹤0.01%	942
2019 Q3	$0	Hold	7	–	–	﹤0.01%	699
2019 Q2	$0	Hold	7	–	–	﹤0.01%	741
2019 Q1	$0	Hold	7	–	–	﹤0.01%	731
2018 Q4	$0	Hold	7	–	–	﹤0.01%	698
2018 Q3	$0	Hold	7	–	–	﹤0.01%	622
2018 Q2	$0	Buy	+7	New	+$287	﹤0.01%	643

Other funds holding DGRW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BerganKDV Wealth Management's DGRW Position: Q2 2023 in Review

BerganKDV Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2023 at 6 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #830.

BerganKDV Wealth Management first reported a position in DGRW in Q2 2018 and has held it in 21 quarters since. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

BerganKDV Wealth Management held 6 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $400 as of Q2 2023.
BerganKDV Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2023.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #830 holding.
BerganKDV Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 21 quarters since.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.