Fortis Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-7,608	Closed	-$296K	–	207
2020 Q1	$296K	Buy	7,608 +40	+0.5%	+$1.82K	0.2%	55
2019 Q4	$367K	Buy	7,568 +1,147	+18%	+$53.5K	0.22%	60
2019 Q3	$290K	Buy	6,421 +49	+0.8%	+$2.17K	0.14%	72
2019 Q2	$278K	Buy	6,372 +44	+0.7%	+$1.91K	0.14%	77
2019 Q1	$272K	Sell	6,328 -612	-9%	-$25.2K	0.14%	72
2018 Q4	$266K	Buy	6,940 +69	+1%	+$2.85K	0.16%	62
2018 Q3	$305K	Buy	6,871 +4,743	+223%	+$205K	0.17%	57
2018 Q2	$87K	Buy	2,128 +9	+0.4%	+$369	0.05%	162
2018 Q1	$86K	Buy	2,119 +17	+0.8%	+$715	0.05%	144
2017 Q4	$87K	Sell	2,102 -289	-12%	-$11.5K	0.05%	146
2017 Q3	$91K	Buy	+2,391	New	+$89.2K	0.06%	133

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

RJFSA

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortis Advisors's DGRW Position: Q2 2020 in Review

Fortis Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 7,608 shares — an estimated $296K sold.

Fortis Advisors first reported a position in DGRW in Q3 2017 and held it in 11 quarters. The position peaked at $367K in Q4 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

Fortis Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 7,608 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $296K.
Fortis Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2017 and held it in 11 quarters.
Fortis Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $367K in Q4 2019.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.