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

Huber 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
2020 Q1	$42.1M	Buy	1,081,334 +120,711	+13%	+$5.48M	15.76%	2
2019 Q4	$46.6M	Buy	960,623 +55,834	+6%	+$2.61M	16.17%	1
2019 Q3	$40.8M	Buy	904,789 +37,158	+4%	+$1.64M	15.93%	2
2019 Q2	$37.9M	Buy	867,631 +97,616	+13%	+$4.23M	16.44%	1
2019 Q1	$33.2M	Buy	770,015 +62,322	+9%	+$2.57M	16.18%	1
2018 Q4	$27.1M	Buy	707,693 +573,212	+426%	+$23.7M	14.82%	2
2018 Q3	$5.96M	Buy	+134,481	New	+$5.81M	4.57%	4

Other funds holding DGRW

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CCA

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

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

Huber Financial Advisors's DGRW Position: Q1 2020 in Review

Huber Financial Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q1 2020, buying an estimated $5.48M and bringing the position to 1,081,334 shares worth $42.1M. The position accounts for 15.76% of the portfolio, ranked #2.

Huber Financial Advisors first reported a position in DGRW in Q3 2018 and has held it in 7 quarters since. The position peaked at $46.6M in Q4 2019. 243 funds tracked by Wall St. Rank hold DGRW as of Q1 2020.

Huber Financial Advisors held 1,081,334 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $42.1M as of Q1 2020.
Huber Financial Advisors bought 120,711 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2020, an estimated $5.48M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 15.76% of Huber Financial Advisors's portfolio in Q1 2020, its #2 holding.
Huber Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 7 quarters since.
Huber Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $46.6M in Q4 2019.
243 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.