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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return