Edge Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Edge Advisors’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
2018 Q2	$282K	Hold	6,890	–	–	0.03%	275
2018 Q1	$278K	Hold	6,890	–	–	0.03%	276
2017 Q4	$285K	Hold	6,890	–	–	0.03%	271
2017 Q3	$262K	Buy	6,890 +2,000	+41%	+$74.6K	0.03%	275
2017 Q2	$179K	Hold	4,890	–	–	0.02%	328
2017 Q1	$173K	Hold	4,890	–	–	0.02%	339
2016 Q4	$162K	Buy	+4,890	New	+$159K	0.02%	329

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

CFA

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 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

Edge Advisors's DGRW Position: Q2 2018 in Review

Edge Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2018 at 6,890 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #275.

Edge Advisors first reported a position in DGRW in Q4 2016 and has held it in 7 quarters since. The position peaked at $285K in Q4 2017. 149 funds tracked by Wall St. Rank hold DGRW as of Q2 2018.

Edge Advisors held 6,890 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $282K as of Q2 2018.
Edge Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2018.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #275 holding.
Edge Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $285K in Q4 2017.
149 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.