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Durante & Waters’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Durante & Waters’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
2024
Q4 		– Sell
-32,580
Closed -$2.71M – 30
2024
Q3 		$2.71M Sell
32,580
-7,197
-18% -$576K 2.27% 10
2024
Q2 		$3.1M Sell
39,777
-4,868
-11% -$368K 2.76% 10
2024
Q1 		$3.4M Sell
44,645
-571
-1% -$41.7K 3.11% 9
2023
Q4 		$3.18M Buy
+45,216
New +$2.99M 3.06% 9

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Durante & Waters's DGRW Position: Q4 2024 in Review

Durante & Waters sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 32,580 shares — an estimated $2.71M sold.

Durante & Waters first reported a position in DGRW in Q4 2023 and held it in 4 quarters. The position peaked at $3.4M in Q1 2024. 712 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Durante & Waters reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Durante & Waters sold 32,580 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $2.71M.
  • Durante & Waters first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 4 quarters.
  • Durante & Waters's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.4M in Q1 2024.
  • 712 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Durante & Waters's 13F filing for Q4 2024, filed 6 Feb 2025.