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Colton Groome Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Colton Groome Financial 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
2023
Q4 		– Sell
-11,123
Closed -$706K – 123
2023
Q3 		$706K Buy
11,123
+6,619
+147% +$440K 0.35% 58
2023
Q2 		$300K Buy
+4,504
New +$286K 0.14% 98
2023
Q1 		– Sell
-54,205
Closed -$3.27M – 127
2022
Q4 		$3.27M Buy
54,205
+4,333
+9% +$259K 1.6% 14
2022
Q3 		$2.69M Sell
49,872
-13,581
-21% -$803K 1.37% 15
2022
Q2 		$3.64M Sell
63,453
-51,035
-45% -$3.09M 1.82% 15
2022
Q1 		$7.29M Buy
114,488
+24,997
+28% +$1.58M 3.37% 9
2021
Q4 		$5.89M Sell
89,491
-44,813
-33% -$2.81M 2.4% 12
2021
Q3 		$7.9M Buy
134,304
+83,638
+165% +$5.12M 3.44% 10
2021
Q2 		$3.02M Buy
+50,666
New +$2.99M 1.38% 22
2020
Q3 		– Sell
-17,676
Closed -$804K – 56
2020
Q2 		$804K Buy
17,676
+9,106
+106% +$394K 0.58% 30
2020
Q1 		$333K Sell
8,570
-12,775
-60% -$580K 0.28% 48
2019
Q4 		$1.03M Buy
21,345
+1,351
+7% +$63K 0.74% 28
2019
Q3 		$940K Sell
19,994
-202,688
-91% -$8.97M 0.69% 32
2019
Q2 		$9.72M Buy
+222,682
New +$9.64M 7.79% 5

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Colton Groome Financial Advisors's DGRW Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 11,123 shares — an estimated $706K sold.

Colton Groome Financial Advisors first reported a position in DGRW in Q2 2019 and held it in 14 quarters. The position peaked at $9.72M in Q2 2019. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

  • Colton Groome Financial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 11,123 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $706K.
  • Colton Groome Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 14 quarters.
  • Colton Groome Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $9.72M in Q2 2019.
  • 570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.