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Cutler Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cutler Group’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
2016
Q2 		– Sell
-5,600
Closed -$175K – 6744
2016
Q1 		$175K Sell
5,600
-7,100
-56% -$209K 0.01% 1102
2015
Q4 		$385K Buy
+12,700
New +$389K 0.02% 762

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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

Cutler Group's DGRW Position: Q2 2016 in Review

Cutler Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2016, closing a stake of 5,600 shares — an estimated $175K sold.

Cutler Group first reported a position in DGRW in Q4 2015 and held it in 2 quarters. The position peaked at $385K in Q4 2015. 65 funds tracked by Wall St. Rank hold DGRW as of Q2 2016.

  • Cutler Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2016 after selling out during the quarter.
  • Cutler Group sold 5,600 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2016, an estimated $175K.
  • Cutler Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2015 and held it in 2 quarters.
  • Cutler Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $385K in Q4 2015.
  • 65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2016.

Based on Cutler Group's 13F filing for Q2 2016, filed 12 Jul 2016.