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

Intersect Capital’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 Q1	–	Sell	-5,296	Closed	-$257K	–	170
2019 Q4	$257K	Hold	5,296	–	–	0.09%	138
2019 Q3	$239K	Hold	5,296	–	–	0.09%	145
2019 Q2	$231K	Hold	5,296	–	–	0.09%	150
2019 Q1	$228K	Hold	5,296	–	–	0.1%	123
2018 Q4	$203K	Buy	+5,296	New	+$219K	0.1%	121

Other funds holding DGRW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCA

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

Intersect Capital's DGRW Position: Q1 2020 in Review

Intersect Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2020, closing a stake of 5,296 shares — an estimated $257K sold.

Intersect Capital first reported a position in DGRW in Q4 2018 and held it in 5 quarters. The position peaked at $257K in Q4 2019. 243 funds tracked by Wall St. Rank hold DGRW as of Q1 2020.

Intersect Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Intersect Capital sold 5,296 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2020, an estimated $257K.
Intersect Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 5 quarters.
Intersect Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $257K in Q4 2019.
243 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2020.

Based on Intersect Capital's 13F filing for Q1 2020, filed 8 May 2020.