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

JD 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
2021 Q4	$7.87M	Buy	119,513 +14,835	+14%	+$932K	6.49%	7
2021 Q3	$6.16M	Buy	104,678 +2,956	+3%	+$181K	5.62%	8
2021 Q2	$6.07M	Buy	101,722 +88,659	+679%	+$5.24M	5.63%	8
2021 Q1	$747K	Buy	+13,063	New	+$717K	0.95%	20

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JD Financial Services's DGRW Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q4 2021, buying an estimated $932K and bringing the position to 119,513 shares worth $7.87M. The position accounts for 6.49% of the portfolio, ranked #7.

JD Financial Services first reported a position in DGRW in Q1 2021 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

JD Financial Services held 119,513 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.87M as of Q4 2021.
JD Financial Services bought 14,835 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $932K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.49% of JD Financial Services's portfolio in Q4 2021, its #7 holding.
JD Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 4 quarters since.
382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.