FinTrust Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$2.58M	Buy	31,045 +2,340	+8%	+$187K	0.44%	44
2024 Q2	$2.24M	Buy	28,705 +2,844	+11%	+$215K	0.41%	48
2024 Q1	$1.97M	Buy	25,861 +1,026	+4%	+$74.9K	0.38%	54
2023 Q4	$1.75M	Buy	24,835 +1,203	+5%	+$79.4K	0.35%	60
2023 Q3	$1.5M	Buy	23,632 +5,580	+31%	+$371K	0.33%	64
2023 Q2	$1.09M	Hold	18,052	–	–	0.26%	96
2023 Q1	$1.09M	Hold	18,052	–	–	0.26%	92
2022 Q4	$1.09M	Buy	18,052 +2,963	+20%	+$177K	0.26%	93
2022 Q3	$853K	Buy	15,089 +3,840	+34%	+$227K	0.22%	110
2022 Q2	$665K	Buy	11,249 +7,916	+238%	+$480K	0.17%	133
2022 Q1	$212K	Buy	3,333 +1,849	+125%	+$117K	0.05%	278
2021 Q4	$98K	Hold	1,484	–	–	0.02%	426
2021 Q3	$87K	Hold	1,484	–	–	0.02%	451
2021 Q2	$89K	Hold	1,484	–	–	0.02%	452
2021 Q1	$85K	Hold	1,484	–	–	0.02%	450
2020 Q4	$80K	Sell	1,484 -239	-14%	-$12.4K	0.03%	425
2020 Q3	$85	Hold	1,723	–	–	0.02%	387
2020 Q2	$78K	Hold	1,723	–	–	0.03%	385
2020 Q1	$67K	Buy	1,723 +13	+0.8%	+$591	0.03%	374
2019 Q4	$83K	Hold	1,710	–	–	0.03%	353
2019 Q3	$77K	Hold	1,710	–	–	0.03%	376
2019 Q2	$75K	Buy	+1,710	New	+$74K	0.03%	332

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FinTrust Capital Advisors's DGRW Position: Q3 2024 in Review

FinTrust Capital Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.2% in Q3 2024, buying an estimated $187K and bringing the position to 31,045 shares worth $2.58M. The position accounts for 0.44% of the portfolio, ranked #44.

FinTrust Capital Advisors first reported a position in DGRW in Q2 2019 and has held it in 22 quarters since. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

FinTrust Capital Advisors held 31,045 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.58M as of Q3 2024.
FinTrust Capital Advisors bought 2,340 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $187K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.44% of FinTrust Capital Advisors's portfolio in Q3 2024, its #44 holding.
FinTrust Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 22 quarters since.
645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.