Gradient Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Gradient Investments’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 Q3	–	Sell	-48	Closed	-$3.75K	–	542
2024 Q2	$3.75K	Buy	48 +47	+4,700%	+$3.55K	﹤0.01%	900
2024 Q1	$108	Sell	1 -49	-98%	-$3.58K	﹤0.01%	1130
2023 Q4	$3.51K	Buy	+50	New	+$3.3K	﹤0.01%	1082
2022 Q4	–	Sell	-404	Closed	-$22K	–	1539
2022 Q3	$22K	Buy	+404	New	+$23.9K	﹤0.01%	648
2022 Q2	–	Sell	-41	Closed	-$3K	–	1244
2022 Q1	$3K	Buy	+41	New	+$2.59K	﹤0.01%	962

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gradient Investments's DGRW Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 48 shares — an estimated $3.75K sold.

Gradient Investments first reported a position in DGRW in Q1 2022 and held it in 5 quarters. The position peaked at $22K in Q3 2022. 646 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

Gradient Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 48 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $3.75K.
Gradient Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and held it in 5 quarters.
Gradient Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $22K in Q3 2022.
646 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.