Householder Group Estate & Retirement Specialist’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-913	Closed	-$76K	–	695
2024 Q3	$76K	Hold	913	–	–	0.02%	411
2024 Q2	$71K	Buy	913 +118	+15%	+$8.92K	0.02%	416
2024 Q1	$60.6K	Hold	795	–	–	0.02%	442
2023 Q4	$55K	Buy	+795	New	+$52.5K	0.02%	443

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DGRW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 913 shares — an estimated $76K sold.

Householder Group Estate & Retirement Specialist first reported a position in DGRW in Q4 2023 and held it in 4 quarters. The position peaked at $76K in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 913 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $76K.
Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $76K in Q3 2024.
711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.