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Canal Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Canal Capital Management’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
2015
Q4 		– Sell
-14,785
Closed -$423K – 72
2015
Q3 		$423K Buy
+14,785
New +$446K 0.43% 54

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
FG
Fiduciary Group Savannah, Georgia $1.17B AUM 16.92% 1-Year Est. Return

Canal Capital Management's DGRW Position: Q4 2015 in Review

Canal Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2015, closing a stake of 14,785 shares — an estimated $423K sold.

Canal Capital Management first reported a position in DGRW in Q3 2015 and held it in 1 quarter. The position peaked at $423K in Q3 2015. 56 funds tracked by Wall St. Rank hold DGRW as of Q4 2015.

  • Canal Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2015 after selling out during the quarter.
  • Canal Capital Management sold 14,785 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2015, an estimated $423K.
  • Canal Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2015 and held it in 1 quarter.
  • Canal Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $423K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2015.

Based on Canal Capital Management's 13F filing for Q4 2015, filed 19 Feb 2016.