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

Executive 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
2024
Q4 		$242K Buy
+2,994
New +$250K 0.02% 238

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Executive Wealth Management's DGRW Position: Q4 2024 in Review

Executive Wealth Management opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024: 2,994 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings.

711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Executive Wealth Management held 2,994 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $242K as of Q4 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Executive Wealth Management position in Q4 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #238 holding.
  • 711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.