GWAG
DGRW icon

Garrett Wealth Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-396
Closed -$17.8K – 193
2019
Q3 		$17.8K Buy
+396
New +$17.5K 0.01% 218

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Garrett Wealth Advisory Group's DGRW Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2019, closing a stake of 396 shares — an estimated $17.8K sold.

Garrett Wealth Advisory Group first reported a position in DGRW in Q3 2019 and held it in 1 quarter. The position peaked at $17.8K in Q3 2019. 250 funds tracked by Wall St. Rank hold DGRW as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 396 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2019, an estimated $17.8K.
  • Garrett Wealth Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.8K in Q3 2019.
  • 250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.