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

Dakota 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
2023 Q1	–	Sell	-10,996	Closed	-$664K	–	622
2022 Q4	$664K	Buy	+10,996	New	+$656K	0.05%	298
2020 Q1	–	Sell	-5,745	Closed	-$278K	–	277
2019 Q4	$278K	Hold	5,745	–	–	0.04%	253
2019 Q3	$259K	Buy	+5,745	New	+$254K	0.04%	253

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Dakota Wealth Management's DGRW Position: Q1 2023 in Review

Dakota Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2023, closing a stake of 10,996 shares — an estimated $664K sold.

Dakota Wealth Management first reported a position in DGRW in Q3 2019 and held it in 3 quarters. The position peaked at $664K in Q4 2022. 462 funds tracked by Wall St. Rank hold DGRW as of Q1 2023.

Dakota Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Dakota Wealth Management sold 10,996 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2023, an estimated $664K.
Dakota Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and held it in 3 quarters.
Dakota Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $664K in Q4 2022.
462 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.