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Bickling Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bickling Financial Services’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
Q4 		$732K Buy
+12,129
New +$724K 0.46% 46

Other funds holding DGRW

AWA
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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

Bickling Financial Services's DGRW Position: Q4 2022 in Review

Bickling Financial Services opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022: 12,129 shares worth $732K. The stake represents 0.46% of the portfolio and ranks #46 among its holdings.

443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

  • Bickling Financial Services held 12,129 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $732K as of Q4 2022.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Bickling Financial Services position in Q4 2022.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.46% of Bickling Financial Services's portfolio in Q4 2022, its #46 holding.
  • 443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.