Commonwealth Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Commonwealth Financial Services’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
2017 Q1	$52K	Hold	1,483	–	–	0.06%	95
2016 Q4	$50K	Buy	+1,483	New	+$48.3K	0.05%	88

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCA

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Commonwealth Financial Services's DGRW Position: Q1 2017 in Review

Commonwealth Financial Services held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2017 at 1,483 shares worth $52K. The position accounts for 0.06% of the portfolio, ranked #95.

Commonwealth Financial Services first reported a position in DGRW in Q4 2016 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold DGRW as of Q1 2017.

Commonwealth Financial Services held 1,483 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $52K as of Q1 2017.
Commonwealth Financial Services left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2017.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Commonwealth Financial Services's portfolio in Q1 2017, its #95 holding.
Commonwealth Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and has held it in 2 quarters since.
100 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.