Concert Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Concert Wealth 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
2017 Q3	–	Sell	-5,738	Closed	-$212K	–	47
2017 Q2	$212K	Sell	5,738 -2,856	-33%	-$103K	0.21%	136
2017 Q1	$284K	Buy	8,594 +249	+3%	+$8.65K	0.06%	358
2016 Q4	$273K	Buy	+8,345	New	+$272K	0.06%	374

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

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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

RVPG

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

Concert Wealth Management's DGRW Position: Q3 2017 in Review

Concert Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2017, closing a stake of 5,738 shares — an estimated $212K sold.

Concert Wealth Management first reported a position in DGRW in Q4 2016 and held it in 3 quarters. The position peaked at $284K in Q1 2017. 110 funds tracked by Wall St. Rank hold DGRW as of Q3 2017.

Concert Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 5,738 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2017, an estimated $212K.
Concert Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and held it in 3 quarters.
Concert Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $284K in Q1 2017.
110 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.