KPW
DGRW icon

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return