Cary Street Partners Investment Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-4,429	Closed	-$369K	–	558
2024 Q3	$369K	Sell	4,429 -408	-8%	-$32.7K	0.01%	567
2024 Q2	$378K	Hold	4,837	–	–	0.02%	532
2024 Q1	$369K	Hold	4,837	–	–	0.02%	518
2023 Q4	$340K	Buy	4,837 +2,629	+119%	+$174K	0.02%	509
2023 Q3	$140K	Hold	2,208	–	–	0.01%	635
2023 Q2	$147K	Buy	2,208 +28	+1%	+$1.78K	0.01%	584
2023 Q1	$136K	Hold	2,180	–	–	0.01%	545
2022 Q4	$132K	Buy	+2,180	New	+$130K	0.01%	537
2020 Q4	–	Sell	-4,158	Closed	-$206K	–	469
2020 Q3	$206K	Buy	+4,158	New	+$202K	0.04%	254
2020 Q1	–	Sell	-4,385	Closed	-$213K	–	86
2019 Q4	$213K	Buy	+4,385	New	+$205K	0.23%	111

Other funds holding DGRW

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's DGRW Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 4,429 shares — an estimated $369K sold.

Cary Street Partners Investment Advisory first reported a position in DGRW in Q4 2019 and held it in 10 quarters. The position peaked at $378K in Q2 2024. 712 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 4,429 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $369K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 10 quarters.
Cary Street Partners Investment Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $378K in Q2 2024.
712 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.