Coppell Advisory Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-24	Closed	-$1.94K	–	701
2024 Q4	$1.94K	Hold	24	–	–	﹤0.01%	1541
2024 Q3	$1.99K	Hold	24	–	–	﹤0.01%	1448
2024 Q2	$1.87K	Buy	+24	New	+$1.81K	﹤0.01%	1398
2023 Q3	–	Sell	-193	Closed	-$12.7K	–	1281
2023 Q2	$12.7K	Buy	+193	New	+$12.3K	﹤0.01%	636

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions's DGRW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 24 shares — an estimated $1.94K sold.

Coppell Advisory Solutions first reported a position in DGRW in Q2 2023 and held it in 4 quarters. The position peaked at $12.7K in Q2 2023. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Coppell Advisory Solutions reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 24 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $1.94K.
Coppell Advisory Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 4 quarters.
Coppell Advisory Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $12.7K in Q2 2023.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.