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

Financial Insights’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
2021
Q3 		– Sell
-800
Closed -$477K – 111
2021
Q2 		$477K Buy
+800
New +$47.3K 0.04% 163

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights's DGRW Position: Q3 2021 in Review

Financial Insights sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2021, closing a stake of 800 shares — an estimated $477K sold.

Financial Insights first reported a position in DGRW in Q2 2021 and held it in 1 quarter. The position peaked at $477K in Q2 2021. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

  • Financial Insights reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 800 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $477K.
  • Financial Insights first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 1 quarter.
  • Financial Insights's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $477K in Q2 2021.
  • 322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.