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Hills Bank & Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hills Bank & Trust’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
Q1 		– Sell
-2,250
Closed -$121K – 256
2020
Q4 		$121K Hold
2,250
– – 0.02% 226
2020
Q3 		$112K Hold
2,250
– – 0.02% 220
2020
Q2 		$102K Buy
+2,250
New +$97.4K 0.02% 221

Other funds holding DGRW

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Hills Bank & Trust's DGRW Position: Q1 2021 in Review

Hills Bank & Trust sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 2,250 shares — an estimated $121K sold.

Hills Bank & Trust first reported a position in DGRW in Q2 2020 and held it in 3 quarters. The position peaked at $121K in Q4 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

  • Hills Bank & Trust reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
  • Hills Bank & Trust sold 2,250 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $121K.
  • Hills Bank & Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 3 quarters.
  • Hills Bank & Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $121K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Hills Bank & Trust's 13F filing for Q1 2021, filed 3 May 2021.