Freedom Wealth Alliance’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Freedom Wealth Alliance’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 Q3	$4.39M	Sell	69,080 -543	-0.8%	-$36.1K	7.22%	5
2023 Q2	$4.66M	Buy	69,623 +1,666	+2%	+$106K	6.51%	5
2023 Q1	$4.24M	Buy	67,957 +10,297	+18%	+$633K	6.36%	4
2022 Q4	$3.48M	Buy	+57,660	New	+$3.44M	4.91%	5

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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 $21.8B AUM 28.57% 1-Year Est. Return

Freedom Wealth Alliance's DGRW Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.78% in Q3 2023, selling an estimated $36.1K and leaving 69,080 shares worth $4.39M. The position accounts for 7.22% of the portfolio, ranked #5.

Freedom Wealth Alliance first reported a position in DGRW in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.66M in Q2 2023. 508 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

Freedom Wealth Alliance held 69,080 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.39M as of Q3 2023.
Freedom Wealth Alliance sold 543 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $36.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.22% of Freedom Wealth Alliance's portfolio in Q3 2023, its #5 holding.
Freedom Wealth Alliance first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 4 quarters since.
Freedom Wealth Alliance's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.66M in Q2 2023.
508 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.