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CX Institutional’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CX Institutional’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
2019
Q3 		– Sell
-3,852
Closed -$168K – 823
2019
Q2 		$168K Hold
3,852
– – 0.03% 237
2019
Q1 		$166K Sell
3,852
-504
-12% -$20.8K 0.03% 227
2018
Q4 		$167K Buy
+4,356
New +$180K 0.04% 178

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CX Institutional's DGRW Position: Q3 2019 in Review

CX Institutional sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2019, closing a stake of 3,852 shares — an estimated $168K sold.

CX Institutional first reported a position in DGRW in Q4 2018 and held it in 3 quarters. The position peaked at $168K in Q2 2019. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

  • CX Institutional reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
  • CX Institutional sold 3,852 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2019, an estimated $168K.
  • CX Institutional first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 3 quarters.
  • CX Institutional's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $168K in Q2 2019.
  • 212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.