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

Burney Company’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 		– Sell
-2,492
Closed -$207K – 593
2024
Q3 		$207K Buy
+2,492
New +$200K 0.01% 584

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Burney Company's DGRW Position: Q4 2024 in Review

Burney Company sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 2,492 shares — an estimated $207K sold.

Burney Company first reported a position in DGRW in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Burney Company reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Burney Company sold 2,492 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $207K.
  • Burney Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and held it in 1 quarter.
  • Burney Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $207K in Q3 2024.
  • 711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Burney Company's 13F filing for Q4 2024, filed 14 Jan 2025.