Hayden Royal’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hayden Royal’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
2019 Q4	–	Sell	-20,920	Closed	-$939K	–	228
2019 Q3	$939K	Sell	20,920 -1,388	-6%	-$61.4K	0.83%	36
2019 Q2	$974K	Sell	22,308 -2,225	-9%	-$96.3K	1.04%	25
2019 Q1	$1.06M	Buy	+24,533	New	+$1.01M	1.38%	19

Other funds holding DGRW

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Hayden Royal's DGRW Position: Q4 2019 in Review

Hayden Royal sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2019, closing a stake of 20,920 shares — an estimated $939K sold.

Hayden Royal first reported a position in DGRW in Q1 2019 and held it in 3 quarters. The position peaked at $1.06M in Q1 2019. 250 funds tracked by Wall St. Rank hold DGRW as of Q4 2019.

Hayden Royal reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
Hayden Royal sold 20,920 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2019, an estimated $939K.
Hayden Royal first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 3 quarters.
Hayden Royal's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.06M in Q1 2019.
250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2019.

Based on Hayden Royal's 13F filing for Q4 2019, filed 24 Feb 2020.