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Clear Perspectives Financial Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Clear Perspectives Financial Planning’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 		– Sell
-26
Closed -$1K – 241
2022
Q3 		$1K Buy
+26
New +$1.54K ﹤0.01% 197

Other funds holding DGRW

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's DGRW Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in DGRW in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 26 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $1K.
  • Clear Perspectives Financial Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1K in Q3 2022.
  • 443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.