Kore Private Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kore Private Wealth’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	–	Sell	-3,519	Closed	-$207K	–	346
2021 Q3	$207K	Buy	+3,519	New	+$215K	0.02%	422
2020 Q3	–	Sell	-2,493	Closed	-$113K	–	469
2020 Q2	$113K	Sell	2,493 -183	-7%	-$7.92K	0.02%	317
2020 Q1	$104K	Buy	2,676 +83	+3%	+$3.77K	0.02%	305
2019 Q4	$126K	Buy	+2,593	New	+$121K	0.02%	322
2019 Q2	–	Sell	-2,411	Closed	-$104K	–	370
2019 Q1	$104K	Hold	2,411	–	–	0.02%	280
2018 Q4	$92K	Buy	+2,411	New	+$99.7K	0.03%	285

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $104B AUM 28.3% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kore Private Wealth's DGRW Position: Q4 2021 in Review

Kore Private Wealth sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 3,519 shares — an estimated $207K sold.

Kore Private Wealth first reported a position in DGRW in Q4 2018 and held it in 6 quarters. The position peaked at $207K in Q3 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

Kore Private Wealth reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 3,519 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $207K.
Kore Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 6 quarters.
Kore Private Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $207K in Q3 2021.
382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.