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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CCA

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

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

Intelligence Driven Advisers's DGRW Position: Q4 2020 in Review

Intelligence Driven Advisers sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2020, closing a stake of 13,127 shares — an estimated $651K sold.

Intelligence Driven Advisers first reported a position in DGRW in Q4 2018 and held it in 8 quarters. The position peaked at $21.4M in Q1 2019. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

Intelligence Driven Advisers reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 13,127 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2020, an estimated $651K.
Intelligence Driven Advisers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 8 quarters.
Intelligence Driven Advisers's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $21.4M in Q1 2019.
302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Intelligence Driven Advisers's 13F filing for Q4 2020, filed 13 Jan 2021.