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Gerber Kawasaki Wealth & Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1,100
Closed -$64K – 487
2021
Q3 		$64K Buy
+1,100
New +$67.3K 0.01% 290

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Bank of America
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Morgan Stanley
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Ameriprise
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LPL Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DGRW Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 1,100 shares — an estimated $64K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DGRW in Q3 2021 and held it in 1 quarter. The position peaked at $64K in Q3 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $64K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $64K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.