IDA
DGRW icon

Intelligence Driven Advisers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Intelligence Driven Advisers’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
Q4 		– Sell
-13,127
Closed -$651K – 92
2020
Q3 		$651K Sell
13,127
-110,022
-89% -$5.34M 0.15% 43
2020
Q2 		$5.6M Sell
123,149
-18,545
-13% -$803K 1.98% 13
2020
Q1 		$5.51M Sell
141,694
-111,084
-44% -$5.05M 2.56% 11
2019
Q4 		$12.3M Sell
252,778
-52,956
-17% -$2.47M 5.56% 3
2019
Q3 		$13.8M Sell
305,734
-71,081
-19% -$3.15M 6.52% 3
2019
Q2 		$16.4M Sell
376,815
-121,016
-24% -$5.24M 7.82% 2
2019
Q1 		$21.4M Buy
497,831
+175,486
+54% +$7.24M 11.73% 1
2018
Q4 		$12.4M Buy
+322,345
New +$13.3M 7.82% 1

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return