Cordasco Financial Network’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cordasco Financial Network’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 Q2	$9K	Hold	161	–	–	0.01%	386
2022 Q1	$10K	Hold	161	–	–	0.01%	369
2021 Q4	$11K	Hold	161	–	–	0.01%	368
2021 Q3	$9K	Hold	161	–	–	0.01%	393
2021 Q2	$10K	Hold	161	–	–	0.01%	384
2021 Q1	$9K	Hold	161	–	–	0.01%	382
2020 Q4	$9K	Hold	161	–	–	0.01%	333
2020 Q3	$8K	Hold	161	–	–	0.01%	337
2020 Q2	$7K	Buy	+161	New	+$6.97K	0.01%	319

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return

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

CCA

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

Cordasco Financial Network's DGRW Position: Q2 2022 in Review

Cordasco Financial Network held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2022 at 161 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #386.

Cordasco Financial Network first reported a position in DGRW in Q2 2020 and has held it in 9 quarters since. The position peaked at $11K in Q4 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Cordasco Financial Network held 161 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9K as of Q2 2022.
Cordasco Financial Network left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2022.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #386 holding.
Cordasco Financial Network first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 9 quarters since.
Cordasco Financial Network's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11K in Q4 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.