InterOcean Capital Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

InterOcean Capital Group’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 Q1	$382K	Hold	5,019	–	–	0.01%	344
2023 Q4	$353K	Hold	5,019	–	–	0.01%	347
2023 Q3	$319K	Hold	5,019	–	–	0.01%	335
2023 Q2	$335K	Buy	5,019 +62	+1%	+$3.94K	0.01%	339
2023 Q1	$309K	Hold	4,957	–	–	0.01%	316
2022 Q4	$299K	Hold	4,957	–	–	0.01%	330
2022 Q3	$267K	Hold	4,957	–	–	0.01%	330
2022 Q2	$284K	Hold	4,957	–	–	0.01%	335
2022 Q1	$316K	Hold	4,957	–	–	0.01%	209
2021 Q4	$326K	Hold	4,957	–	–	0.01%	201
2021 Q3	$292K	Hold	4,957	–	–	0.01%	202
2021 Q2	$296K	Hold	4,957	–	–	0.02%	208
2021 Q1	$283K	Hold	4,957	–	–	0.02%	192
2020 Q4	$267K	Buy	+4,957	New	+$257K	0.02%	184

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

InterOcean Capital Group's DGRW Position: Q1 2024 in Review

InterOcean Capital Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2024 at 5,019 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #344.

InterOcean Capital Group first reported a position in DGRW in Q4 2020 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

InterOcean Capital Group held 5,019 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $382K as of Q1 2024.
InterOcean Capital Group left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2024.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #344 holding.
InterOcean Capital Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 14 quarters since.
600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.