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

Brightworth’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	$323K	Buy	5,999 +669	+13%	+$39.6K	0.03%	110
2022 Q2	$305K	Buy	5,330 +387	+8%	+$23.5K	0.03%	111
2022 Q1	$315K	Buy	4,943 +382	+8%	+$24.1K	0.03%	105
2021 Q4	$300K	Buy	4,561 +227	+5%	+$14.3K	0.03%	105
2021 Q3	$255K	Buy	4,334 +275	+7%	+$16.8K	0.02%	101
2021 Q2	$242K	Buy	4,059 +451	+13%	+$26.6K	0.02%	96
2021 Q1	$206K	Buy	+3,608	New	+$198K	0.02%	99

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Brightworth's DGRW Position: Q3 2022 in Review

Brightworth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q3 2022, buying an estimated $39.6K and bringing the position to 5,999 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #110.

Brightworth first reported a position in DGRW in Q1 2021 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

Brightworth held 5,999 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $323K as of Q3 2022.
Brightworth bought 669 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $39.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Brightworth's portfolio in Q3 2022, its #110 holding.
Brightworth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 7 quarters since.
395 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.