Global Financial Private Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-62,486	Closed	-$2.69M	–	483
2019 Q1	$2.69M	Sell	62,486 -2,294	-4%	-$94.6K	0.13%	162
2018 Q4	$2.48M	Sell	64,780 -28,730	-31%	-$1.19M	0.13%	158
2018 Q3	$4.14M	Sell	93,510 -9,347	-9%	-$404K	0.15%	129
2018 Q2	$4.22M	Buy	102,857 +3,240	+3%	+$133K	0.14%	122
2018 Q1	$4.02M	Buy	99,617 +1,936	+2%	+$81.4K	0.14%	123
2017 Q4	$4.05M	Buy	97,681 +9,607	+11%	+$383K	0.14%	107
2017 Q3	$3.36M	Buy	+88,074	New	+$3.28M	0.12%	109

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Financial Private Capital's DGRW Position: Q2 2019 in Review

Global Financial Private Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2019, closing a stake of 62,486 shares — an estimated $2.69M sold.

Global Financial Private Capital first reported a position in DGRW in Q3 2017 and held it in 7 quarters. The position peaked at $4.22M in Q2 2018. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

Global Financial Private Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 62,486 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $2.69M.
Global Financial Private Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.22M in Q2 2018.
214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.