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Fernwood Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-1,359
Closed -$104K – 309
2024
Q1 		$104K Buy
+1,359
New +$99.1K 0.03% 260

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Morgan Stanley
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HC
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Ameriprise
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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
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Cetera Investment Advisers
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Fernwood Investment Management's DGRW Position: Q2 2024 in Review

Fernwood Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 1,359 shares — an estimated $104K sold.

Fernwood Investment Management first reported a position in DGRW in Q1 2024 and held it in 1 quarter. The position peaked at $104K in Q1 2024. 622 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Fernwood Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,359 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $104K.
  • Fernwood Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $104K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.