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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HighTower Advisors

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return