Kings Point Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kings Point Capital 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
2018 Q1	–	Sell	-3,750	Closed	-$155K	–	371
2017 Q4	$155K	Buy	+3,750	New	+$150K	0.03%	158

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

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

Kings Point Capital Management's DGRW Position: Q1 2018 in Review

Kings Point Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2018, closing a stake of 3,750 shares — an estimated $155K sold.

Kings Point Capital Management first reported a position in DGRW in Q4 2017 and held it in 1 quarter. The position peaked at $155K in Q4 2017. 137 funds tracked by Wall St. Rank hold DGRW as of Q1 2018.

Kings Point Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
Kings Point Capital Management sold 3,750 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2018, an estimated $155K.
Kings Point Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 1 quarter.
Kings Point Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $155K in Q4 2017.
137 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2018.

Based on Kings Point Capital Management's 13F filing for Q1 2018, filed 10 May 2018.