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

Cambridge Trust’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 Q1	$92.3K	Hold	1,212	–	–	﹤0.01%	358
2023 Q4	$85.2K	Hold	1,212	–	–	﹤0.01%	361
2023 Q3	$77K	Hold	1,212	–	–	﹤0.01%	375
2023 Q2	$80.8K	Hold	1,212	–	–	﹤0.01%	377
2023 Q1	$75.6K	Sell	1,212 -424	-26%	-$26.1K	﹤0.01%	393
2022 Q4	$99K	Hold	1,636	–	–	﹤0.01%	369
2022 Q3	$88K	Buy	+1,636	New	+$96.8K	﹤0.01%	381

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Trust's DGRW Position: Q1 2024 in Review

Cambridge Trust held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2024 at 1,212 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Cambridge Trust first reported a position in DGRW in Q3 2022 and has held it in 7 quarters since. The position peaked at $99K in Q4 2022. 600 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Cambridge Trust held 1,212 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $92.3K as of Q1 2024.
Cambridge Trust left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2024.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #358 holding.
Cambridge Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 7 quarters since.
Cambridge Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $99K in Q4 2022.
600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.