KB Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

KB Financial 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
2023 Q3	$29.4M	Sell	457,422 -64	-0%	-$4.25K	8.41%	4
2023 Q2	$30.5M	Sell	457,486 -2,785	-0.6%	-$177K	8.38%	4
2023 Q1	$28.7M	Buy	460,271 +1,157	+0.3%	+$71.1K	8.43%	4
2022 Q4	$27.7M	Sell	459,114 -76,010	-14%	-$4.53M	9.46%	3
2022 Q3	$28.8M	Buy	535,124 +56,324	+12%	+$3.33M	10.31%	2
2022 Q2	$27.4M	Sell	478,800 -8,169	-2%	-$495K	9.48%	2
2022 Q1	$31M	Buy	486,969 +53,910	+12%	+$3.4M	8.56%	3
2021 Q4	$28.5M	Buy	433,059 +37,096	+9%	+$2.33M	8.19%	4
2021 Q3	$23.3M	Buy	395,963 +59,700	+18%	+$3.65M	8.53%	4
2021 Q2	$20.1M	Buy	336,263 +48,327	+17%	+$2.85M	7.58%	5
2021 Q1	$16.5M	Buy	+287,936	New	+$15.8M	7%	5

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KB Financial Partners's DGRW Position: Q3 2023 in Review

KB Financial Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.01% in Q3 2023, selling an estimated $4.25K and leaving 457,422 shares worth $29.4M. The position accounts for 8.41% of the portfolio, ranked #4.

KB Financial Partners first reported a position in DGRW in Q1 2021 and has held it in 11 quarters since. The position peaked at $31M in Q1 2022. 508 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

KB Financial Partners held 457,422 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29.4M as of Q3 2023.
KB Financial Partners sold 64 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $4.25K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 8.41% of KB Financial Partners's portfolio in Q3 2023, its #4 holding.
KB Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $31M in Q1 2022.
508 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.