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

Integrated Advisors Network’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	–	Sell	-3,390	Closed	-$216K	–	680
2022 Q1	$216K	Buy	3,390 +13	+0.4%	+$820	0.01%	620
2021 Q4	$222K	Buy	+3,377	New	+$212K	0.01%	580
2021 Q3	–	Sell	-3,906	Closed	-$233K	–	613
2021 Q2	$233K	Buy	3,906 +16	+0.4%	+$945	0.02%	531
2021 Q1	$222K	Buy	3,890 +164	+4%	+$9K	0.02%	498
2020 Q4	$201K	Buy	+3,726	New	+$193K	0.02%	474

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

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

Integrated Advisors Network's DGRW Position: Q2 2022 in Review

Integrated Advisors Network sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 3,390 shares — an estimated $216K sold.

Integrated Advisors Network first reported a position in DGRW in Q4 2020 and held it in 5 quarters. The position peaked at $233K in Q2 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Integrated Advisors Network reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Integrated Advisors Network sold 3,390 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $216K.
Integrated Advisors Network first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 5 quarters.
Integrated Advisors Network's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $233K in Q2 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.