Focused Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-52	Closed	-$3.66K	–	379
2023 Q4	$3.66K	Hold	52	–	–	﹤0.01%	703
2023 Q3	$3.29K	Hold	52	–	–	﹤0.01%	711
2023 Q2	$3.43K	Buy	52 +1	+2%	+$64	﹤0.01%	731
2023 Q1	$3.2K	Hold	51	–	–	﹤0.01%	746
2022 Q4	$3.08K	Hold	51	–	–	﹤0.01%	740
2022 Q3	$3K	Buy	51 +1	+2%	+$59	﹤0.01%	694
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	684
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	739
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	748
2021 Q3	$3K	Buy	50 +1	+2%	+$61	﹤0.01%	767
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	779
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	769
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	700
2020 Q3	$2K	Buy	49 +24	+96%	+$1.17K	﹤0.01%	688
2020 Q2	$1K	Buy	+25	New	+$1.08K	﹤0.01%	710

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focused Wealth Management's DGRW Position: Q1 2024 in Review

Focused Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 52 shares — an estimated $3.66K sold.

Focused Wealth Management first reported a position in DGRW in Q2 2020 and held it in 15 quarters. The position peaked at $3.66K in Q4 2023. 600 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Focused Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 52 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $3.66K.
Focused Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 15 quarters.
Focused Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.66K in Q4 2023.
600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.