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Investors Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Investors Financial 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
2020
Q3 		– Sell
-7,440
Closed -$338K – 159
2020
Q2 		$338K Buy
+7,440
New +$322K 0.28% 94

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Investors Financial Group's DGRW Position: Q3 2020 in Review

Investors Financial Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 7,440 shares — an estimated $338K sold.

Investors Financial Group first reported a position in DGRW in Q2 2020 and held it in 1 quarter. The position peaked at $338K in Q2 2020. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

  • Investors Financial Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Investors Financial Group sold 7,440 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $338K.
  • Investors Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 1 quarter.
  • Investors Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $338K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on Investors Financial Group's 13F filing for Q3 2020, filed 14 Oct 2020.