Cardan Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cardan Capital Partners’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
2020 Q1	–	Sell	-42,871	Closed	-$2.08M	–	196
2019 Q4	$2.08M	Buy	42,871 +4,132	+11%	+$193K	0.28%	88
2019 Q3	$1.75M	Buy	38,739 +2,510	+7%	+$111K	0.25%	90
2019 Q2	$1.58M	Buy	36,229 +4,670	+15%	+$202K	0.24%	90
2019 Q1	$1.36M	Sell	31,559 -4,561	-13%	-$188K	0.22%	91
2018 Q4	$1.38M	Buy	36,120 +2,127	+6%	+$87.9K	0.24%	84
2018 Q3	$1.51M	Buy	+33,993	New	+$1.47M	0.24%	81

Other funds holding DGRW

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cardan Capital Partners's DGRW Position: Q1 2020 in Review

Cardan Capital Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2020, closing a stake of 42,871 shares — an estimated $2.08M sold.

Cardan Capital Partners first reported a position in DGRW in Q3 2018 and held it in 6 quarters. The position peaked at $2.08M in Q4 2019. 243 funds tracked by Wall St. Rank hold DGRW as of Q1 2020.

Cardan Capital Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Cardan Capital Partners sold 42,871 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2020, an estimated $2.08M.
Cardan Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and held it in 6 quarters.
Cardan Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.08M in Q4 2019.
243 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2020.

Based on Cardan Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.