Cypress Wealth Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-7,107	Closed	-$277K	–	276
2020 Q1	$277K	Sell	7,107 -197	-3%	-$8.95K	0.08%	188
2019 Q4	$354K	Buy	7,304 +40	+0.6%	+$1.87K	0.09%	174
2019 Q3	$328K	Sell	7,264 -142	-2%	-$6.28K	0.09%	179
2019 Q2	$323K	Sell	7,406 -2,245	-23%	-$97.2K	0.09%	179
2019 Q1	$416K	Sell	9,651 -12,371	-56%	-$510K	0.13%	138
2018 Q4	$844K	Buy	+22,022	New	+$910K	0.33%	81

Other funds holding DGRW

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cypress Wealth Services's DGRW Position: Q2 2020 in Review

Cypress Wealth Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 7,107 shares — an estimated $277K sold.

Cypress Wealth Services first reported a position in DGRW in Q4 2018 and held it in 6 quarters. The position peaked at $844K in Q4 2018. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

Cypress Wealth Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Cypress Wealth Services sold 7,107 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $277K.
Cypress Wealth Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 6 quarters.
Cypress Wealth Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $844K in Q4 2018.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Cypress Wealth Services's 13F filing for Q2 2020, filed 15 Jul 2020.