Concord Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Concord Wealth Partners’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	–	Hold	0	–	–	–	1251
2022 Q3	–	Sell	-13	Closed	-$1K	–	385
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1117
2022 Q1	$1K	Buy	+13	New	+$820	﹤0.01%	1187

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Concord Wealth Partners's DGRW Position: Q4 2022 in Review

Concord Wealth Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q4 2022 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Concord Wealth Partners first reported a position in DGRW in Q1 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 444 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Concord Wealth Partners held 0 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11 as of Q4 2022.
Concord Wealth Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q4 2022.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q4 2022, its #1251 holding.
Concord Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 2 quarters since.
Concord Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1K in Q2 2022.
444 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Concord Wealth Partners's 13F filing for Q4 2022, filed 30 Jan 2023.