First Command Bank’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

First Command Bank’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 Q4	–	Sell	-226	Closed	-$12K	–	401
2022 Q3	$12K	Sell	226 -100	-31%	-$5.91K	﹤0.01%	323
2022 Q2	$19K	Hold	326	–	–	﹤0.01%	295
2022 Q1	$21K	Hold	326	–	–	﹤0.01%	303
2021 Q4	$19K	Hold	326	–	–	﹤0.01%	319
2021 Q3	$19K	Hold	326	–	–	﹤0.01%	319
2021 Q2	$19K	Hold	326	–	–	﹤0.01%	324
2021 Q1	$19K	Hold	326	–	–	﹤0.01%	308
2020 Q4	$18K	Buy	+326	New	+$16.9K	﹤0.01%	272

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

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

First Command Bank's DGRW Position: Q4 2022 in Review

First Command Bank sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 226 shares — an estimated $12K sold.

First Command Bank first reported a position in DGRW in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q1 2022. 444 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

First Command Bank reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
First Command Bank sold 226 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $12K.
First Command Bank first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 8 quarters.
First Command Bank's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $21K in Q1 2022.
444 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on First Command Bank's 13F filing for Q4 2022, filed 23 Jan 2023.