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

Filbrandt 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
2020
Q3 		– Sell
-2,179
Closed -$99K – 205
2020
Q2 		$99K Buy
+2,179
New +$94.3K 0.08% 67

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RJFSA
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UBS Group
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HighTower Advisors
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Thrivent Financial for Lutherans
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Wells Fargo
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Filbrandt Wealth Management's DGRW Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 2,179 shares — an estimated $99K sold.

Filbrandt Wealth Management first reported a position in DGRW in Q2 2020 and held it in 1 quarter. The position peaked at $99K in Q2 2020. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 2,179 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $99K.
  • Filbrandt Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $99K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.