Ford Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-11,521	Closed	-$695K	–	27
2022 Q4	$695K	Buy	11,521 +4	+0%	+$239	0.27%	66
2022 Q3	$620K	Buy	11,517 +4,724	+70%	+$279K	0.26%	67
2022 Q2	$389K	Buy	6,793 +2,181	+47%	+$132K	0.16%	76
2022 Q1	$293K	Buy	4,612 +3,074	+200%	+$194K	0.11%	94
2021 Q4	$101	Buy	+1,538	New	+$96.6K	0.02%	160
2021 Q3	–	Sell	-1,538	Closed	-$91K	–	216
2021 Q2	$91K	Buy	+1,538	New	+$90.9K	0.03%	169

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ford Financial Group's DGRW Position: Q1 2023 in Review

Ford Financial Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2023, closing a stake of 11,521 shares — an estimated $695K sold.

Ford Financial Group first reported a position in DGRW in Q2 2021 and held it in 6 quarters. The position peaked at $695K in Q4 2022. 462 funds tracked by Wall St. Rank hold DGRW as of Q1 2023.

Ford Financial Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 11,521 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2023, an estimated $695K.
Ford Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 6 quarters.
Ford Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $695K in Q4 2022.
462 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.