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

DB Wealth Management 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
2023 Q4	$262K	Buy	3,726 +2	+0.1%	+$132	0.15%	79
2023 Q3	$236K	Buy	+3,724	New	+$247K	0.15%	83

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

DB Wealth Management Group's DGRW Position: Q4 2023 in Review

DB Wealth Management Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.05% in Q4 2023, buying an estimated $132 and bringing the position to 3,726 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #79.

DB Wealth Management Group first reported a position in DGRW in Q3 2023 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

DB Wealth Management Group held 3,726 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $262K as of Q4 2023.
DB Wealth Management Group bought 2 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $132.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of DB Wealth Management Group's portfolio in Q4 2023, its #79 holding.
DB Wealth Management Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 2 quarters since.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.