Crabel Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Crabel Capital 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
2023 Q3	–	Sell	-3,107	Closed	-$207K	–	79
2023 Q2	$207K	Buy	+3,107	New	+$197K	0.09%	107
2022 Q1	–	Sell	-4,625	Closed	-$305K	–	109
2021 Q4	$305K	Buy	+4,625	New	+$290K	0.05%	112

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Crabel Capital Management's DGRW Position: Q3 2023 in Review

Crabel Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 3,107 shares — an estimated $207K sold.

Crabel Capital Management first reported a position in DGRW in Q4 2021 and held it in 2 quarters. The position peaked at $305K in Q4 2021. 508 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

Crabel Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
Crabel Capital Management sold 3,107 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $207K.
Crabel Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 2 quarters.
Crabel Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $305K in Q4 2021.
508 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on Crabel Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.