Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CA
Cetera Advisors’s
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
Stock Holding History
Cetera Advisors’s Portfolio
DGRW Stock Details
DGRW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
$50.9M
Buy
668,590
+259,585
+63%
+$18.9M
0.4%
43
2023
Q4
$28.7M
Buy
409,005
+153,213
+60%
+$10.1M
0.4%
51
2023
Q3
$16.2M
Buy
255,792
+33,514
+15%
+$2.23M
0.25%
90
2023
Q2
$14.8M
Buy
222,278
+30,775
+16%
+$1.95M
0.23%
99
2023
Q1
$11.9M
Buy
191,503
+57,453
+43%
+$3.53M
0.2%
113
2022
Q4
$8.09M
Buy
134,050
+7,992
+6%
+$477K
0.15%
150
2022
Q3
$6.8M
Buy
126,058
+19,100
+18%
+$1.13M
0.18%
126
2022
Q2
$6.13M
Sell
106,958
-79
-0.1%
-$4.79K
0.14%
150
2022
Q1
$6.82M
Buy
107,037
+4,074
+4%
+$257K
0.14%
152
2021
Q4
$6.78M
Buy
102,963
+5,949
+6%
+$374K
0.14%
151
2021
Q3
$5.71M
Buy
97,014
+6,829
+8%
+$418K
0.11%
189
2021
Q2
$5.38M
Buy
90,185
+17,632
+24%
+$1.04M
0.13%
170
2021
Q1
$4.15M
Buy
72,553
+3,623
+5%
+$199K
0.11%
191
2020
Q4
$3.72M
Buy
68,930
+7,435
+12%
+$385K
0.12%
171
2020
Q3
$3.05M
Sell
61,495
-72,075
-54%
-$3.5M
0.11%
176
2020
Q2
$6.08M
Buy
133,570
+2,776
+2%
+$120K
0.26%
81
2020
Q1
$5.09M
Buy
130,794
+15,621
+14%
+$710K
0.27%
78
2019
Q4
$5.59M
Sell
115,173
-11,763
-9%
-$549K
0.24%
94
2019
Q3
$5.74M
Buy
126,936
+38,908
+44%
+$1.72M
0.25%
90
2019
Q2
$3.84M
Buy
+88,028
New
+$3.81M
0.17%
132
Other funds holding DGRW
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
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
HC
Hamilton Capital
Columbus, Ohio
$1.93B AUM
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
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close