Diligent Investors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Diligent Investors’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
2017 Q3	–	Sell	-5,899	Closed	-$217K	–	186
2017 Q2	$217K	Sell	5,899 -53	-0.9%	-$1.92K	0.15%	159
2017 Q1	$211K	Buy	+5,952	New	+$207K	0.16%	142

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

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Diligent Investors's DGRW Position: Q3 2017 in Review

Diligent Investors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2017, closing a stake of 5,899 shares — an estimated $217K sold.

Diligent Investors first reported a position in DGRW in Q1 2017 and held it in 2 quarters. The position peaked at $217K in Q2 2017. 110 funds tracked by Wall St. Rank hold DGRW as of Q3 2017.

Diligent Investors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2017 after selling out during the quarter.
Diligent Investors sold 5,899 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2017, an estimated $217K.
Diligent Investors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and held it in 2 quarters.
Diligent Investors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $217K in Q2 2017.
110 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2017.

Based on Diligent Investors's 13F filing for Q3 2017, filed 9 Nov 2017.