CA
DGRW icon

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
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
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
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
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cetera Advisors's DGRW Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 63% in Q1 2024, buying an estimated $18.9M and bringing the position to 668,590 shares worth $50.9M. The position accounts for 0.4% of the portfolio, ranked #43.

Cetera Advisors first reported a position in DGRW in Q2 2019 and has held it in 20 quarters since. 600 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

  • Cetera Advisors held 668,590 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $50.9M as of Q1 2024.
  • Cetera Advisors bought 259,585 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $18.9M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.4% of Cetera Advisors's portfolio in Q1 2024, its #43 holding.
  • Cetera Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 20 quarters since.
  • 600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.