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CWH Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CWH Capital 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
2020
Q4 		$556K Buy
10,306
+4,737
+85% +$245K 0.23% 68
2020
Q3 		$276K Buy
+5,569
New +$270K 0.13% 73

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CWH Capital Management's DGRW Position: Q4 2020 in Review

CWH Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 85% in Q4 2020, buying an estimated $245K and bringing the position to 10,306 shares worth $556K. The position accounts for 0.23% of the portfolio, ranked #68.

CWH Capital Management first reported a position in DGRW in Q3 2020 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

  • CWH Capital Management held 10,306 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $556K as of Q4 2020.
  • CWH Capital Management bought 4,737 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2020, an estimated $245K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of CWH Capital Management's portfolio in Q4 2020, its #68 holding.
  • CWH Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.