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Janiczek Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Janiczek Wealth Management’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
Q2 		$24.2M Buy
310,689
+252,919
+438% +$19.1M 5.08% 5
2024
Q1 		$4.4M Buy
57,770
+32,884
+132% +$2.4M 0.94% 16
2023
Q4 		$1.75M Buy
+24,886
New +$1.64M 0.42% 25

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janiczek Wealth Management's DGRW Position: Q2 2024 in Review

Janiczek Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 438% in Q2 2024, buying an estimated $19.1M and bringing the position to 310,689 shares worth $24.2M. The position accounts for 5.08% of the portfolio, ranked #5.

Janiczek Wealth Management first reported a position in DGRW in Q4 2023 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Janiczek Wealth Management held 310,689 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $24.2M as of Q2 2024.
  • Janiczek Wealth Management bought 252,919 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $19.1M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.08% of Janiczek Wealth Management's portfolio in Q2 2024, its #5 holding.
  • Janiczek Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.