CRI
DGRW icon

Colonial River Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Colonial River Investments’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
-41,246
Closed -$2.51M – 219
2021
Q3 		$2.51M Buy
+41,246
New +$2.52M 1.77% 11

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

Colonial River Investments's DGRW Position: Q4 2021 in Review

Colonial River Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 41,246 shares — an estimated $2.51M sold.

Colonial River Investments first reported a position in DGRW in Q3 2021 and held it in 1 quarter. The position peaked at $2.51M in Q3 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

  • Colonial River Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
  • Colonial River Investments sold 41,246 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $2.51M.
  • Colonial River Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 1 quarter.
  • Colonial River Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.51M in Q3 2021.
  • 382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Colonial River Investments's 13F filing for Q4 2021, filed 15 Feb 2022.