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

Bison Wealth’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
Q4 		$284K Sell
3,503
-432
-11% -$36.1K 0.06% 238
2024
Q3 		$328K Sell
3,935
-48
-1% -$3.85K 0.05% 309
2024
Q2 		$303K Hold
3,983
– – 0.05% 332
2024
Q1 		$303K Buy
+3,983
New +$291K 0.05% 332
2023
Q1 		– Sell
-25,791
Closed -$1.59M – 260
2022
Q4 		$1.59M Buy
25,791
+18,017
+232% +$1.07M 0.51% 63
2022
Q3 		$419K Buy
+7,774
New +$460K 0.16% 157

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bison Wealth's DGRW Position: Q4 2024 in Review

Bison Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q4 2024, selling an estimated $36.1K and leaving 3,503 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #238.

Bison Wealth first reported a position in DGRW in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2022. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Bison Wealth held 3,503 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $284K as of Q4 2024.
  • Bison Wealth sold 432 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $36.1K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #238 holding.
  • Bison Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 6 quarters since.
  • Bison Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.59M in Q4 2022.
  • 711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.