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Crosspoint Capital Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Crosspoint Capital Strategies’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
2015
Q1 		– Sell
-355
Closed -$11K – 557
2014
Q4 		$11K Buy
+355
New +$10.7K ﹤0.01% 511

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return

Crosspoint Capital Strategies's DGRW Position: Q1 2015 in Review

Crosspoint Capital Strategies sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2015, closing a stake of 355 shares — an estimated $11K sold.

Crosspoint Capital Strategies first reported a position in DGRW in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 32 funds tracked by Wall St. Rank hold DGRW as of Q1 2015.

  • Crosspoint Capital Strategies reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 355 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2015, an estimated $11K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2014 and held it in 1 quarter.
  • Crosspoint Capital Strategies's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2015, filed 18 May 2015.