Clear Harbor Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-100	Closed	-$4.96K	–	418
2020 Q3	$4.96K	Buy	+100	New	+$4.85K	﹤0.01%	663
2020 Q1	–	Sell	-100	Closed	-$4.85K	–	372
2019 Q4	$4.85K	Buy	+100	New	+$4.67K	﹤0.01%	672

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Clear Harbor Asset Management's DGRW Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2020, closing a stake of 100 shares — an estimated $4.96K sold.

Clear Harbor Asset Management first reported a position in DGRW in Q4 2019 and held it in 2 quarters. The position peaked at $4.96K in Q3 2020. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

Clear Harbor Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2020, an estimated $4.96K.
Clear Harbor Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.96K in Q3 2020.
302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.