FHC
DGRW icon

First Heartland Consultants’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-8,430
Closed -$701K – 461
2024
Q3 		$701K Sell
8,430
-21,984
-72% -$1.76M 0.08% 185
2024
Q2 		$2.37K Buy
30,414
+1,359
+5% +$103K 0.17% 95
2024
Q1 		$2.21M Sell
29,055
-683
-2% -$49.8K 0.23% 105
2023
Q4 		$2.09M Sell
29,738
-136
-0.5% -$8.98K 0.25% 93
2023
Q3 		$1.9M Buy
29,874
+5,006
+20% +$333K 0.24% 98
2023
Q2 		$1.66M Buy
24,868
+948
+4% +$60.2K 0.21% 101
2023
Q1 		$1.49M Sell
23,920
-565
-2% -$34.7K 0.22% 104
2022
Q4 		$1.48M Sell
24,485
-40
-0.2% -$2.39K 0.24% 98
2022
Q3 		$1.32K Sell
24,525
-1,001
-4% -$59.2K 0.11% 105
2022
Q2 		$1.46M Buy
25,526
+887
+4% +$53.8K 0.23% 95
2022
Q1 		$1.57M Buy
24,639
+472
+2% +$29.8K 0.24% 82
2021
Q4 		$1.59K Buy
24,167
+19,568
+425% +$1.23M 0.06% 84
2021
Q3 		$271K Sell
4,599
-628
-12% -$38.4K 0.04% 302
2021
Q2 		$312K Sell
5,227
-365
-7% -$21.6K 0.05% 279
2021
Q1 		$320K Sell
5,592
-2,489
-31% -$137K 0.05% 275
2020
Q4 		$436K Sell
8,081
-7,135
-47% -$369K 0.07% 183
2020
Q3 		$754K Sell
15,216
-7,312
-32% -$355K 0.14% 107
2020
Q2 		$1.02M Buy
22,528
+6,404
+40% +$277K 0.2% 101
2020
Q1 		$627K Buy
16,124
+5,717
+55% +$260K 0.16% 115
2019
Q4 		$504K Buy
10,407
+1,542
+17% +$72K 0.1% 174
2019
Q3 		$400K Buy
8,865
+2,520
+40% +$112K 0.09% 188
2019
Q2 		$277K Buy
+6,345
New +$275K 0.07% 217

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Heartland Consultants's DGRW Position: Q4 2024 in Review

First Heartland Consultants sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 8,430 shares — an estimated $701K sold.

First Heartland Consultants first reported a position in DGRW in Q2 2019 and held it in 22 quarters. The position peaked at $2.21M in Q1 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • First Heartland Consultants reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • First Heartland Consultants sold 8,430 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $701K.
  • First Heartland Consultants first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 22 quarters.
  • First Heartland Consultants's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.21M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.