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

Empirical 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 Q2	–	Sell	-3,353	Closed	-$213K	–	481
2022 Q1	$213K	Hold	3,353	–	–	0.01%	461
2021 Q4	$221K	Buy	+3,353	New	+$211K	0.01%	480
2021 Q3	–	Sell	-3,862	Closed	-$230K	–	459
2021 Q2	$230K	Hold	3,862	–	–	0.01%	404
2021 Q1	$221K	Buy	+3,862	New	+$212K	0.02%	358

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Empirical Wealth Management's DGRW Position: Q2 2022 in Review

Empirical Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 3,353 shares — an estimated $213K sold.

Empirical Wealth Management first reported a position in DGRW in Q1 2021 and held it in 4 quarters. The position peaked at $230K in Q2 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Empirical Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 3,353 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $213K.
Empirical Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and held it in 4 quarters.
Empirical Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $230K in Q2 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.