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FWM
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
Shares
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
$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
HC
Hamilton Capital
Columbus, Ohio
$1.93B AUM
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
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
$94.2B AUM
21.24%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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