FF
DGRW icon

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

FourThought Financial’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
2022
Q3 		– Sell
-4,546
Closed -$261K – 1505
2022
Q2 		$261K Hold
4,546
– – 0.04% 285
2022
Q1 		$289K Hold
4,546
– – 0.04% 276
2021
Q4 		$299K Buy
+4,546
New +$286K 0.04% 274

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FourThought Financial's DGRW Position: Q3 2022 in Review

FourThought Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 4,546 shares — an estimated $261K sold.

FourThought Financial first reported a position in DGRW in Q4 2021 and held it in 3 quarters. The position peaked at $299K in Q4 2021. 395 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • FourThought Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
  • FourThought Financial sold 4,546 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $261K.
  • FourThought Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 3 quarters.
  • FourThought Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $299K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.