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HC Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HC Financial Advisors’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
2021
Q2 		– Sell
-73
Closed -$4K – 334
2021
Q1 		$4K Buy
+73
New +$4K ﹤0.01% 303

Other funds holding DGRW

PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

HC Financial Advisors's DGRW Position: Q2 2021 in Review

HC Financial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2021, closing a stake of 73 shares — an estimated $4K sold.

HC Financial Advisors first reported a position in DGRW in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

  • HC Financial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
  • HC Financial Advisors sold 73 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $4K.
  • HC Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
  • HC Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.