Financial Architects (New Jersey)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Financial Architects (New Jersey)’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	-70	Closed	-$3K	–	386
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	770
2020 Q1	$3K	Hold	70	–	–	﹤0.01%	748
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	804
2019 Q3	$3K	Hold	70	–	–	﹤0.01%	879
2019 Q2	$3K	Hold	70	–	–	﹤0.01%	1052
2019 Q1	$3K	Hold	70	–	–	﹤0.01%	1284
2018 Q4	$3K	Hold	70	–	–	﹤0.01%	1189
2018 Q3	$3K	Hold	70	–	–	﹤0.01%	1286
2018 Q2	$3K	Hold	70	–	–	﹤0.01%	1170
2018 Q1	$3K	Hold	70	–	–	﹤0.01%	1292
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	1371
2017 Q3	$3K	Hold	70	–	–	﹤0.01%	1359
2017 Q2	$3K	Buy	+70	New	+$2.53K	﹤0.01%	1373

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s DGRW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 70 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in DGRW in Q2 2017 and held it in 13 quarters. The position peaked at $3K in Q2 2020. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

Financial Architects (New Jersey) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 70 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $3K.
Financial Architects (New Jersey) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2017 and held it in 13 quarters.
Financial Architects (New Jersey)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3K 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 Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.