Cerity Partners OCIO’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cerity Partners OCIO’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	$220K	Sell	3,637 -317	-8%	-$18.9K	0.01%	396
2022 Q3	$213K	Buy	3,954 +170	+4%	+$10.1K	0.01%	397
2022 Q2	$217K	Buy	3,784 +559	+17%	+$33.9K	0.01%	390
2022 Q1	$205K	Hold	3,225	–	–	0.01%	407
2021 Q4	$212K	Buy	+3,225	New	+$203K	0.01%	403

Other funds holding DGRW

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners OCIO's DGRW Position: Q4 2022 in Review

Cerity Partners OCIO reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8% in Q4 2022, selling an estimated $18.9K and leaving 3,637 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #396.

Cerity Partners OCIO first reported a position in DGRW in Q4 2021 and has held it in 5 quarters since. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Cerity Partners OCIO held 3,637 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $220K as of Q4 2022.
Cerity Partners OCIO sold 317 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $18.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #396 holding.
Cerity Partners OCIO first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 5 quarters since.
443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.