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EisnerAmper Wealth Management Corporate Benefits’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q4 		$10.2M Sell
145,223
-9,292
-6% -$614K 3.73% 8
2023
Q3 		$9.81M Sell
154,515
-8,973
-5% -$596K 4.38% 6
2023
Q2 		$10.9M Sell
163,488
-12,636
-7% -$803K 5.22% 7
2023
Q1 		$11M Sell
176,124
-2,527
-1% -$155K 5.31% 7
2022
Q4 		$10.8M Sell
178,651
-3,950
-2% -$236K 5.51% 7
2022
Q3 		$9.84M Sell
182,601
-1,591
-0.9% -$94.1K 5.61% 8
2022
Q2 		$10.6M Buy
184,192
+58
+0% +$3.52K 5.61% 8
2022
Q1 		$11.7M Sell
184,134
-978
-0.5% -$61.7K 5.63% 7
2021
Q4 		$12.2M Buy
185,112
+2,472
+1% +$155K 5.54% 7
2021
Q3 		$10.7M Sell
182,640
-9,149
-5% -$560K 5.41% 7
2021
Q2 		$11.4M Sell
191,789
-5,377
-3% -$318K 5.78% 7
2021
Q1 		$11.3M Buy
197,166
+11,368
+6% +$624K 6.08% 7
2020
Q4 		$10M Buy
185,798
+553
+0.3% +$28.6K 5.74% 7
2020
Q3 		$9.18M Sell
185,245
-6,569
-3% -$319K 6.03% 5
2020
Q2 		$8.73M Buy
191,814
+2,916
+2% +$126K 5.97% 7
2020
Q1 		$7.35M Sell
188,898
-2,139
-1% -$97.2K 4.99% 6
2019
Q4 		$9.26M Buy
191,037
+1,186
+0.6% +$55.3K 6.35% 7
2019
Q3 		$8.56M Buy
189,851
+7,859
+4% +$348K 6.2% 7
2019
Q2 		$7.94M Buy
181,992
+8,919
+5% +$386K 5.91% 7
2019
Q1 		$7.45M Buy
173,073
+10,685
+7% +$441K 5.57% 7
2018
Q4 		$6.22M Sell
162,388
-3,601
-2% -$149K 5.37% 7
2018
Q3 		$7.36M Sell
165,989
-1,339
-0.8% -$57.9K 5.68% 7
2018
Q2 		$6.86M Sell
167,328
-55
-0% -$2.26K 5.58% 7
2018
Q1 		$6.76M Buy
167,383
+4,923
+3% +$207K 5.67% 7
2017
Q4 		$6.73M Sell
162,460
-4,308
-3% -$172K 5.47% 7
2017
Q3 		$6.36M Buy
166,768
+13,851
+9% +$516K 5.47% 7
2017
Q2 		$5.62M Sell
152,917
-595
-0.4% -$21.5K 4.84% 8
2017
Q1 		$5.45M Buy
+153,512
New +$5.33M 4.72% 8

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's DGRW Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6% in Q4 2023, selling an estimated $614K and leaving 145,223 shares worth $10.2M. The position accounts for 3.73% of the portfolio, ranked #8.

EisnerAmper Wealth Management Corporate Benefits first reported a position in DGRW in Q1 2017 and has held it in 28 quarters since. The position peaked at $12.2M in Q4 2021. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 145,223 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.2M as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits sold 9,292 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $614K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.73% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #8 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and has held it in 28 quarters since.
  • EisnerAmper Wealth Management Corporate Benefits's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $12.2M in Q4 2021.
  • 570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.