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Jaffetilchin Investment Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-87
Closed -$7.28K – 585
2024
Q3 		$7.28K Buy
+87
New +$6.97K ﹤0.01% 963

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Bank of America
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Morgan Stanley
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jaffetilchin Investment Partners's DGRW Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 87 shares — an estimated $7.28K sold.

Jaffetilchin Investment Partners first reported a position in DGRW in Q3 2024 and held it in 1 quarter. The position peaked at $7.28K in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 87 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $7.28K.
  • Jaffetilchin Investment Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.28K in Q3 2024.
  • 711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.