FWM
DGRW icon

FSA Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

FSA Wealth Management’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
Q3 		– Sell
-48
Closed -$2K – 135
2020
Q2 		$2K Hold
48
– – ﹤0.01% 361
2020
Q1 		$2K Hold
48
– – ﹤0.01% 351
2019
Q4 		$2K Buy
+48
New +$2.24K ﹤0.01% 435

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's DGRW Position: Q3 2020 in Review

FSA Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 48 shares — an estimated $2K sold.

FSA Wealth Management first reported a position in DGRW in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

  • FSA Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 48 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $2K.
  • FSA Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.