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Global Wealth Strategies & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-1
Closed -$60 – 360
2023
Q4 		$60 Hold
1
– – ﹤0.01% 312
2023
Q3 		$54 Hold
1
– – ﹤0.01% 321
2023
Q2 		$56 Hold
1
– – ﹤0.01% 303
2023
Q1 		$52 Hold
1
– – ﹤0.01% 329
2022
Q4 		$51 Buy
+1
New +$60 ﹤0.01% 329

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

Global Wealth Strategies & Associates's DGRW Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 1 share — an estimated $60 sold.

Global Wealth Strategies & Associates first reported a position in DGRW in Q4 2022 and held it in 5 quarters. The position peaked at $60 in Q4 2023. 599 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q1 2024, an estimated $60.
  • Global Wealth Strategies & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $60 in Q4 2023.
  • 599 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.