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

HYA 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
2022 Q2	$273K	Hold	4,767	–	–	0.11%	121
2022 Q1	$304K	Hold	4,767	–	–	0.11%	128
2021 Q4	$314K	Hold	4,767	–	–	0.11%	124
2021 Q3	$285K	Hold	4,767	–	–	0.12%	127
2021 Q2	$284K	Hold	4,767	–	–	0.12%	126
2021 Q1	$273K	Hold	4,767	–	–	0.13%	115
2020 Q4	$257K	Hold	4,767	–	–	0.14%	109
2020 Q3	$236K	Hold	4,767	–	–	0.14%	106
2020 Q2	$217K	Buy	+4,767	New	+$206K	0.14%	109

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

HYA Advisors's DGRW Position: Q2 2022 in Review

HYA Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2022 at 4,767 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #121.

HYA Advisors first reported a position in DGRW in Q2 2020 and has held it in 9 quarters since. The position peaked at $314K in Q4 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

HYA Advisors held 4,767 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $273K as of Q2 2022.
HYA Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2022.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of HYA Advisors's portfolio in Q2 2022, its #121 holding.
HYA Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 9 quarters since.
HYA Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $314K in Q4 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.