Caliber Wealth Management (Utah)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Caliber Wealth Management (Utah)’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
2021 Q4	–	Sell	-41,246	Closed	-$2.51M	–	69
2021 Q3	$2.51M	Buy	41,246 +1,287	+3%	+$78.8K	1.77%	11
2021 Q2	$2.38M	Buy	39,959 +16,789	+72%	+$992K	1.69%	11
2021 Q1	$1.32M	Sell	23,170 -1,928	-8%	-$106K	0.96%	41
2020 Q4	$1.35M	Buy	+25,098	New	+$1.3M	1.33%	33

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $104B AUM 28.3% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caliber Wealth Management (Utah)'s DGRW Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 41,246 shares — an estimated $2.51M sold.

Caliber Wealth Management (Utah) first reported a position in DGRW in Q4 2020 and held it in 4 quarters. The position peaked at $2.51M in Q3 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

Caliber Wealth Management (Utah) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 41,246 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $2.51M.
Caliber Wealth Management (Utah) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 4 quarters.
Caliber Wealth Management (Utah)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.51M in Q3 2021.
382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.