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Better Money Decisions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-118
Closed -$7K – 149
2022
Q2 		$7K Buy
+118
New +$7.15K 0.01% 350

Other funds holding DGRW

PNC Financial Services Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Better Money Decisions's DGRW Position: Q3 2022 in Review

Better Money Decisions sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 118 shares — an estimated $7K sold.

Better Money Decisions first reported a position in DGRW in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 394 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • Better Money Decisions reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 118 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $7K.
  • Better Money Decisions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 1 quarter.
  • Better Money Decisions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.