Capital One Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Capital One Financial’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 Q1	–	Sell	-3,883	Closed	-$256K	–	114
2021 Q4	$256K	Sell	3,883 -381	-9%	-$23.9K	0.03%	163
2021 Q3	$251K	Hold	4,264	–	–	0.03%	163
2021 Q2	$254K	Hold	4,264	–	–	0.03%	164
2021 Q1	$244K	Hold	4,264	–	–	0.03%	161
2020 Q4	$230K	Sell	4,264 -1,111	-21%	-$57.5K	0.03%	174
2020 Q3	$266K	Sell	5,375 -306	-5%	-$14.9K	0.03%	222
2020 Q2	$258K	Sell	5,681 -901	-14%	-$39K	0.03%	257
2020 Q1	$256K	Buy	+6,582	New	+$299K	0.04%	254

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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

Capital One Financial's DGRW Position: Q1 2022 in Review

Capital One Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 3,883 shares — an estimated $256K sold.

Capital One Financial first reported a position in DGRW in Q1 2020 and held it in 8 quarters. The position peaked at $266K in Q3 2020. 384 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

Capital One Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Capital One Financial sold 3,883 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $256K.
Capital One Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 8 quarters.
Capital One Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $266K in Q3 2020.
384 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on Capital One Financial's 13F filing for Q1 2022, filed 13 Apr 2022.