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

GSA Capital 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
2023 Q4	–	Sell	-9,300	Closed	-$590K	–	1575
2023 Q3	$590K	Buy	9,300 +2,276	+32%	+$151K	0.05%	689
2023 Q2	$468K	Sell	7,024 -10,076	-59%	-$640K	0.05%	782
2023 Q1	$1.07M	Buy	+17,100	New	+$1.05M	0.11%	282

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GSA Capital Partners's DGRW Position: Q4 2023 in Review

GSA Capital Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 9,300 shares — an estimated $590K sold.

GSA Capital Partners first reported a position in DGRW in Q1 2023 and held it in 3 quarters. The position peaked at $1.07M in Q1 2023. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

GSA Capital Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
GSA Capital Partners sold 9,300 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $590K.
GSA Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and held it in 3 quarters.
GSA Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.07M in Q1 2023.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on GSA Capital Partners's 13F filing for Q4 2023, filed 16 Feb 2024.