KLR Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

KLR Investment Advisors’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 Q1	$1.11M	Sell	15,257 -2,688	-15%	-$196K	0.8%	26
2023 Q4	$1.26M	Buy	+17,945	New	+$1.19M	0.91%	25

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KLR Investment Advisors's DGRW Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 15% in Q1 2024, selling an estimated $196K and leaving 15,257 shares worth $1.11M. The position accounts for 0.8% of the portfolio, ranked #26.

KLR Investment Advisors first reported a position in DGRW in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.26M in Q4 2023. 598 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

KLR Investment Advisors held 15,257 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.11M as of Q1 2024.
KLR Investment Advisors sold 2,688 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $196K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.8% of KLR Investment Advisors's portfolio in Q1 2024, its #26 holding.
KLR Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 2 quarters since.
KLR Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.26M in Q4 2023.
598 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.