DFPG Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

DFPG Investments’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	$589K	Sell	8,455 -542	-6%	-$35.8K	0.05%	357
2023 Q3	$581K	Sell	8,997 -13,522	-60%	-$899K	0.05%	318
2023 Q2	$1.53M	Buy	22,519 +266	+1%	+$16.9K	0.14%	155
2023 Q1	$1.39M	Buy	22,253 +1,582	+8%	+$97.2K	0.15%	148
2022 Q4	$1.28M	Buy	+20,671	New	+$1.23M	0.21%	114

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

DFPG Investments's DGRW Position: Q4 2023 in Review

DFPG Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6% in Q4 2023, selling an estimated $35.8K and leaving 8,455 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #357.

DFPG Investments first reported a position in DGRW in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2023. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

DFPG Investments held 8,455 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $589K as of Q4 2023.
DFPG Investments sold 542 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $35.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #357 holding.
DFPG Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 5 quarters since.
DFPG Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.53M in Q2 2023.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.