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HM Payson & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-338
Closed -$26.4K – 1128
2024
Q2 		$26.4K Hold
338
– – ﹤0.01% 712
2024
Q1 		$25.8K Hold
338
– – ﹤0.01% 705
2023
Q4 		$23.8K Hold
338
– – ﹤0.01% 711
2023
Q3 		$21.5K Hold
338
– – ﹤0.01% 720
2023
Q2 		$22.5K Hold
338
– – ﹤0.01% 702
2023
Q1 		$21.1K Buy
+338
New +$20.8K ﹤0.01% 706

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HM Payson & Co's DGRW Position: Q3 2024 in Review

HM Payson & Co sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 338 shares — an estimated $26.4K sold.

HM Payson & Co first reported a position in DGRW in Q1 2023 and held it in 6 quarters. The position peaked at $26.4K in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • HM Payson & Co reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 338 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $26.4K.
  • HM Payson & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and held it in 6 quarters.
  • HM Payson & Co's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $26.4K in Q2 2024.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.