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LaSalle St. Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

LaSalle St. 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
2023
Q4 		– Sell
-7,985
Closed -$507K – 126
2023
Q3 		$507K Buy
+7,985
New +$531K 0.25% 58

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HC
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Ameriprise
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RJFSA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LaSalle St. Investment Advisors's DGRW Position: Q4 2023 in Review

LaSalle St. Investment Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 7,985 shares — an estimated $507K sold.

LaSalle St. Investment Advisors first reported a position in DGRW in Q3 2023 and held it in 1 quarter. The position peaked at $507K in Q3 2023. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

  • LaSalle St. Investment Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 7,985 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $507K.
  • LaSalle St. Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 1 quarter.
  • LaSalle St. Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $507K in Q3 2023.
  • 570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.