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Hanson & Doremus Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hanson & Doremus Investment Management’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
Q2 		– Sell
-22
Closed -$2K – 459
2024
Q1 		$2K Buy
+22
New +$1.6K ﹤0.01% 454

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LPL Financial
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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

Hanson & Doremus Investment Management's DGRW Position: Q2 2024 in Review

Hanson & Doremus Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 22 shares — an estimated $2K sold.

Hanson & Doremus Investment Management first reported a position in DGRW in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 622 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Hanson & Doremus Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 22 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $2K.
  • Hanson & Doremus Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.