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CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-4,238
Closed -$249K – 200
2021
Q3 		$249K Hold
4,238
– – 0.01% 287
2021
Q2 		$253K Buy
+4,238
New +$250K 0.01% 284

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DGRW Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 4,238 shares — an estimated $249K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DGRW in Q2 2021 and held it in 2 quarters. The position peaked at $253K in Q2 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,238 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $249K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $253K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.