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Girard Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Girard Partners’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
2024
Q2 		$415K Sell
5,318
-2,904
-35% -$219K 0.04% 194
2024
Q1 		$626K Buy
+8,222
New +$600K 0.06% 170

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Girard Partners's DGRW Position: Q2 2024 in Review

Girard Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 35% in Q2 2024, selling an estimated $219K and leaving 5,318 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #194.

Girard Partners first reported a position in DGRW in Q1 2024 and has held it in 2 quarters since. The position peaked at $626K in Q1 2024. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Girard Partners held 5,318 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $415K as of Q2 2024.
  • Girard Partners sold 2,904 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $219K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Girard Partners's portfolio in Q2 2024, its #194 holding.
  • Girard Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 2 quarters since.
  • Girard Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $626K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.