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

Dopkins 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	-14,515	Closed	-$876K	–	41
2022 Q4	$876K	Sell	14,515 -560	-4%	-$33.4K	0.77%	20
2022 Q3	$813K	Hold	15,075	–	–	0.91%	15
2022 Q2	$864K	Hold	15,075	–	–	0.93%	14
2022 Q1	$960K	Hold	15,075	–	–	1.04%	12
2021 Q4	$993K	Buy	+15,075	New	+$947K	0.98%	12

Other funds holding DGRW

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $104B AUM 28.3% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Dopkins Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2023, closing a stake of 14,515 shares — an estimated $876K sold.

Dopkins Wealth Management first reported a position in DGRW in Q4 2021 and held it in 5 quarters. The position peaked at $993K in Q4 2021. 463 funds tracked by Wall St. Rank hold DGRW as of Q1 2023.

Dopkins Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Dopkins Wealth Management sold 14,515 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2023, an estimated $876K.
Dopkins Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 5 quarters.
Dopkins Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $993K in Q4 2021.
463 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2023.

Based on Dopkins Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.