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

Capital One National Association’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
2019
Q4 		$319K Buy
+6,582
New +$307K 0.04% 257

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

Capital One National Association's DGRW Position: Q4 2019 in Review

Capital One National Association opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2019: 6,582 shares worth $319K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings.

250 funds tracked by Wall St. Rank hold DGRW as of Q4 2019.

  • Capital One National Association held 6,582 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $319K as of Q4 2019.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Capital One National Association position in Q4 2019.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Capital One National Association's portfolio in Q4 2019, its #257 holding.
  • 250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.