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

Cranbrook 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
2021
Q4 		– Sell
-300
Closed -$18K – 375
2021
Q3 		$18K Hold
300
– – ﹤0.01% 255
2021
Q2 		$18K Hold
300
– – ﹤0.01% 246
2021
Q1 		$17K Buy
+300
New +$16.5K ﹤0.01% 253

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cranbrook Wealth Management's DGRW Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 300 shares — an estimated $18K sold.

Cranbrook Wealth Management first reported a position in DGRW in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q3 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 300 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $18K.
  • Cranbrook Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and held it in 3 quarters.
  • Cranbrook Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $18K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.