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

Elk River 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
2022
Q1 		– Sell
-2,100
Closed -$138K – 121
2021
Q4 		$138K Buy
+2,100
New +$132K 0.03% 125

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HI
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Elk River Wealth Management's DGRW Position: Q1 2022 in Review

Elk River Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 2,100 shares — an estimated $138K sold.

Elk River Wealth Management first reported a position in DGRW in Q4 2021 and held it in 1 quarter. The position peaked at $138K in Q4 2021. 385 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

  • Elk River Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Elk River Wealth Management sold 2,100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $138K.
  • Elk River Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 1 quarter.
  • Elk River Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $138K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.