Hartline Investment Corp’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hartline Investment Corp’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	-12,601	Closed	-$960K	–	182
2024 Q1	$960K	Buy	+12,601	New	+$919K	0.17%	130
2022 Q4	–	Sell	-7,620	Closed	-$411K	–	129
2022 Q3	$411K	Buy	+7,620	New	+$451K	0.34%	71

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hartline Investment Corp's DGRW Position: Q2 2024 in Review

Hartline Investment Corp sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 12,601 shares — an estimated $960K sold.

Hartline Investment Corp first reported a position in DGRW in Q3 2022 and held it in 2 quarters. The position peaked at $960K in Q1 2024. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Hartline Investment Corp reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Hartline Investment Corp sold 12,601 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $960K.
Hartline Investment Corp first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 2 quarters.
Hartline Investment Corp's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $960K in Q1 2024.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.