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Financial Connections Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Financial Connections Group’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
2022
Q3 		– Sell
-225
Closed -$12K – 245
2022
Q2 		$12K Buy
+225
New +$13.6K 0.01% 176

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Ameriprise
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LPL Financial
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RJFSA
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HighTower Advisors
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UBS Group
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Bank of Nova Scotia
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Financial Connections Group's DGRW Position: Q3 2022 in Review

Financial Connections Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 225 shares — an estimated $12K sold.

Financial Connections Group first reported a position in DGRW in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 394 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • Financial Connections Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
  • Financial Connections Group sold 225 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $12K.
  • Financial Connections Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 1 quarter.
  • Financial Connections Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $12K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Financial Connections Group's 13F filing for Q3 2022, filed 1 Nov 2022.