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Ground Swell Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ground Swell 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
2014
Q3 		$1K Sell
24
-76
-76% -$2.23K ﹤0.01% 2109
2014
Q2 		$3K Buy
+100
New +$2.84K 0.01% 1293

Other funds holding DGRW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Ground Swell Capital's DGRW Position: Q3 2014 in Review

Ground Swell Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 76% in Q3 2014, selling an estimated $2.23K and leaving 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Ground Swell Capital first reported a position in DGRW in Q2 2014 and has held it in 2 quarters since. The position peaked at $3K in Q2 2014. 23 funds tracked by Wall St. Rank hold DGRW as of Q3 2014.

  • Ground Swell Capital held 24 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1K as of Q3 2014.
  • Ground Swell Capital sold 76 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2014, an estimated $2.23K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2109 holding.
  • Ground Swell Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.