Cullen/Frost Bankers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cullen/Frost Bankers’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
2024 Q2	–	Sell	-803	Closed	-$61.2K	–	1253
2024 Q1	$61.2K	Sell	803 -119	-13%	-$8.68K	﹤0.01%	628
2023 Q4	$64.8K	Buy	922 +119	+15%	+$7.86K	﹤0.01%	623
2023 Q3	$51K	Hold	803	–	–	﹤0.01%	720
2023 Q2	$53.5K	Buy	+803	New	+$51K	﹤0.01%	710

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

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

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

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

Cullen/Frost Bankers's DGRW Position: Q2 2024 in Review

Cullen/Frost Bankers sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 803 shares — an estimated $61.2K sold.

Cullen/Frost Bankers first reported a position in DGRW in Q2 2023 and held it in 4 quarters. The position peaked at $64.8K in Q4 2023. 622 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Cullen/Frost Bankers reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Cullen/Frost Bankers sold 803 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $61.2K.
Cullen/Frost Bankers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 4 quarters.
Cullen/Frost Bankers's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $64.8K in Q4 2023.
622 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Cullen/Frost Bankers's 13F filing for Q2 2024, filed 5 Aug 2024.