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Eaton Vance Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Eaton Vance 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
2022
Q3 		$2.32M Buy
42,967
+1,911
+5% +$113K ﹤0.01% 1014
2022
Q2 		$2.35M Buy
41,056
+1,026
+3% +$62.2K ﹤0.01% 1027
2022
Q1 		$2.55M Buy
40,030
+12,225
+44% +$771K ﹤0.01% 1104
2021
Q4 		$1.83M Sell
27,805
-406
-1% -$25.5K ﹤0.01% 1046
2021
Q3 		$1.66M Sell
28,211
-867
-3% -$53.1K ﹤0.01% 969
2021
Q2 		$1.74M Buy
29,078
+36
+0.1% +$2.13K ﹤0.01% 1046
2021
Q1 		$1.66M Buy
29,042
+707
+2% +$38.8K ﹤0.01% 1018
2020
Q4 		$1.53M Buy
28,335
+1,227
+5% +$63.5K ﹤0.01% 984
2020
Q3 		$1.34M Buy
27,108
+2,142
+9% +$104K ﹤0.01% 926
2020
Q2 		$1.14M Buy
24,966
+433
+2% +$18.7K ﹤0.01% 934
2020
Q1 		$955K Buy
24,533
+1,105
+5% +$50.2K ﹤0.01% 915
2019
Q4 		$1.14M Buy
23,428
+1,024
+5% +$47.8K ﹤0.01% 952
2019
Q3 		$1.01M Buy
22,404
+1,733
+8% +$76.7K ﹤0.01% 962
2019
Q2 		$902K Sell
20,671
-8,219
-28% -$356K ﹤0.01% 981
2019
Q1 		$1.24M Sell
28,890
-225
-0.8% -$9.28K ﹤0.01% 866
2018
Q4 		$1.12M Buy
29,115
+5,336
+22% +$221K ﹤0.01% 843
2018
Q3 		$1.05M Sell
23,779
-1,280
-5% -$55.3K ﹤0.01% 898
2018
Q2 		$1.03M Sell
25,059
-35
-0.1% -$1.44K ﹤0.01% 873
2018
Q1 		$1.01M Buy
25,094
+18,551
+284% +$780K ﹤0.01% 978
2017
Q4 		$271K Buy
+6,543
New +$261K ﹤0.01% 1068
2017
Q1 		– Sell
-9,009
Closed -$300K – 1038
2016
Q4 		$300K Buy
+9,009
New +$293K ﹤0.01% 938

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Eaton Vance Management's DGRW Position: Q3 2022 in Review

Eaton Vance Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.7% in Q3 2022, buying an estimated $113K and bringing the position to 42,967 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Eaton Vance Management first reported a position in DGRW in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.55M in Q1 2022. 395 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • Eaton Vance Management held 42,967 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.32M as of Q3 2022.
  • Eaton Vance Management bought 1,911 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $113K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1014 holding.
  • Eaton Vance Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and has held it in 21 quarters since.
  • Eaton Vance Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.55M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.