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Blue Edge Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Blue Edge Capital’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 		– Sell
-21,000
Closed -$1.6M – 111
2024
Q1 		$1.6M Buy
21,000
+1,099
+6% +$80.2K 0.27% 66
2023
Q4 		$1.4M Buy
19,901
+681
+4% +$45K 0.26% 63
2023
Q3 		$1.22M Buy
+19,220
New +$1.28M 0.26% 63
2021
Q1 		– Sell
-125,956
Closed -$6.8M – 97
2020
Q4 		$6.8M Sell
125,956
-55,194
-30% -$2.86M 1.64% 19
2020
Q3 		$8.98M Buy
181,150
+1,183
+0.7% +$57.4K 2.44% 14
2020
Q2 		$8.19M Sell
179,967
-37,850
-17% -$1.64M 2.45% 13
2020
Q1 		$8.48M Sell
217,817
-7,376
-3% -$335K 3.07% 8
2019
Q4 		$10.9M Buy
225,193
+11,396
+5% +$532K 3.45% 9
2019
Q3 		$9.64M Sell
213,797
-236
-0.1% -$10.4K 3.3% 9
2019
Q2 		$9.34M Buy
214,033
+3,746
+2% +$162K 3.27% 8
2019
Q1 		$9.05M Buy
210,287
+13,067
+7% +$539K 3.44% 7
2018
Q4 		$7.56M Sell
197,220
-17,211
-8% -$711K 3.26% 7
2018
Q3 		$9.51M Buy
214,431
+178
+0.1% +$7.69K 3.53% 6
2018
Q2 		$8.79M Buy
214,253
+3,391
+2% +$139K 3.52% 6
2018
Q1 		$8.51M Buy
210,862
+495
+0.2% +$20.8K 3.43% 6
2017
Q4 		$8.72M Buy
+210,367
New +$8.4M 3.48% 6

Other funds holding DGRW

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
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Blue Edge Capital's DGRW Position: Q2 2024 in Review

Blue Edge Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 21,000 shares — an estimated $1.6M sold.

Blue Edge Capital first reported a position in DGRW in Q4 2017 and held it in 16 quarters. The position peaked at $10.9M in Q4 2019. 622 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Blue Edge Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Blue Edge Capital sold 21,000 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $1.6M.
  • Blue Edge Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 16 quarters.
  • Blue Edge Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.9M in Q4 2019.
  • 622 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Blue Edge Capital's 13F filing for Q2 2024, filed 7 Aug 2024.