Leicht Financial Planning & Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Leicht Financial Planning & Wealth 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
2022 Q3	–	Sell	-65,218	Closed	-$3.74M	–	21
2022 Q2	$3.74M	Sell	65,218 -1,017	-2%	-$61.6K	2.53%	19
2022 Q1	$4.22M	Sell	66,235 -2,136	-3%	-$135K	2.51%	19
2021 Q4	$4.5M	Buy	68,371 +2,198	+3%	+$138K	2.57%	16
2021 Q3	$3.98M	Buy	66,173 +300	+0.5%	+$18.4K	2.39%	17
2021 Q2	$4.01M	Buy	65,873 +2,053	+3%	+$121K	2.43%	17
2021 Q1	$3.65M	Buy	63,820 +6,567	+11%	+$360K	2.36%	17
2020 Q4	$3.07M	Buy	57,253 +7,475	+15%	+$387K	2.08%	19
2020 Q3	$2.44M	Sell	49,778 -73,385	-60%	-$3.56M	1.82%	19
2020 Q2	$5.6M	Buy	+123,163	New	+$5.33M	4.45%	10

Other funds holding DGRW

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's DGRW Position: Q3 2022 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 65,218 shares — an estimated $3.74M sold.

Leicht Financial Planning & Wealth Management first reported a position in DGRW in Q2 2020 and held it in 9 quarters. The position peaked at $5.6M in Q2 2020. 394 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

Leicht Financial Planning & Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 65,218 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $3.74M.
Leicht Financial Planning & Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 9 quarters.
Leicht Financial Planning & Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.6M in Q2 2020.
394 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.