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Castle Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-46
Closed -$2K – 235
2022
Q3 		$2K Hold
46
– – ﹤0.01% 570
2022
Q2 		$3K Buy
+46
New +$2.79K ﹤0.01% 532

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Castle Wealth Management's DGRW Position: Q4 2022 in Review

Castle Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 46 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in DGRW in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 444 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

  • Castle Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 46 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.