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James Reed Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

James Reed Financial Services’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
2022
Q1 		– Sell
-23
Closed -$1K – 56
2021
Q4 		$1K Buy
+23
New +$1.44K ﹤0.01% 155

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Bank of America
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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

James Reed Financial Services's DGRW Position: Q1 2022 in Review

James Reed Financial Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

James Reed Financial Services first reported a position in DGRW in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 385 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

  • James Reed Financial Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 23 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $1K.
  • James Reed Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.