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

Curi 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
2022 Q3	–	Sell	-654	Closed	-$37K	–	318
2022 Q2	$37K	Hold	654	–	–	0.01%	250
2022 Q1	$41K	Hold	654	–	–	0.01%	230
2021 Q4	$43K	Buy	+654	New	+$41.1K	0.01%	191
2021 Q1	–	Sell	-654	Closed	-$35K	–	200
2020 Q4	$35K	Buy	+654	New	+$33.9K	0.03%	174

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Curi Wealth Management's DGRW Position: Q3 2022 in Review

Curi Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 654 shares — an estimated $37K sold.

Curi Wealth Management first reported a position in DGRW in Q4 2020 and held it in 4 quarters. The position peaked at $43K in Q4 2021. 394 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

Curi Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 654 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $37K.
Curi Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $43K in Q4 2021.
394 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.