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

FDx 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
2024 Q1	–	Sell	-21,901	Closed	-$1.54M	–	423
2023 Q4	$1.54M	Sell	21,901 -7,327	-25%	-$484K	0.12%	172
2023 Q3	$1.86M	Sell	29,228 -1,742	-6%	-$116K	0.15%	137
2023 Q2	$2.06M	Buy	30,970 +3,592	+13%	+$228K	0.11%	186
2023 Q1	$1.65M	Hold	27,378	–	–	0.07%	223
2022 Q4	$1.65M	Buy	27,378 +11,689	+75%	+$697K	0.07%	223
2022 Q3	$846K	Buy	15,689 +10,266	+189%	+$607K	0.04%	304
2022 Q2	$311K	Buy	+5,423	New	+$329K	0.01%	619
2017 Q3	–	Sell	-12,910	Closed	-$475K	–	1255
2017 Q2	$475K	Buy	+12,910	New	+$467K	0.01%	792

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FDx Advisors's DGRW Position: Q1 2024 in Review

FDx Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 21,901 shares — an estimated $1.54M sold.

FDx Advisors first reported a position in DGRW in Q2 2017 and held it in 8 quarters. The position peaked at $2.06M in Q2 2023. 598 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

FDx Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 21,901 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $1.54M.
FDx Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2017 and held it in 8 quarters.
FDx Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.06M in Q2 2023.
598 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.