ICA Group Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

ICA Group Wealth Management’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 Q2	$397K	Buy	5,087 +751	+17%	+$56.8K	0.24%	64
2024 Q1	$330K	Buy	4,336 +872	+25%	+$63.6K	0.07%	216
2023 Q4	$243K	Buy	+3,464	New	+$229K	0.05%	226
2023 Q3	–	Sell	-1,868	Closed	-$125K	–	450
2023 Q2	$125K	Buy	1,868 +154	+9%	+$9.78K	0.03%	293
2023 Q1	$107K	Buy	1,714 +566	+49%	+$34.8K	0.03%	332
2022 Q4	$69.4K	Buy	+1,148	New	+$68.5K	0.02%	441

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ICA Group Wealth Management's DGRW Position: Q2 2024 in Review

ICA Group Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q2 2024, buying an estimated $56.8K and bringing the position to 5,087 shares worth $397K. The position accounts for 0.24% of the portfolio, ranked #64.

ICA Group Wealth Management first reported a position in DGRW in Q4 2022 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

ICA Group Wealth Management held 5,087 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $397K as of Q2 2024.
ICA Group Wealth Management bought 751 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $56.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.24% of ICA Group Wealth Management's portfolio in Q2 2024, its #64 holding.
ICA Group Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.