Heritage Wealth Management (Arizona)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$3.38K	Buy	56 +28	+100%	+$1.67K	﹤0.01%	927
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	866
2022 Q2	$1.6K	Hold	28	–	–	﹤0.01%	901
2022 Q1	$2K	Buy	+28	New	+$1.77K	﹤0.01%	888
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	809
2021 Q2	$2K	Buy	+28	New	+$1.65K	﹤0.01%	827

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DGRW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 100% in Q4 2022, buying an estimated $1.67K and bringing the position to 56 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Heritage Wealth Management (Arizona) first reported a position in DGRW in Q2 2021 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Heritage Wealth Management (Arizona) held 56 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.38K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 28 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $1.67K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #927 holding.
Heritage Wealth Management (Arizona) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 6 quarters since.
444 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.