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Leuthold Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Leuthold Group’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
Q1 		– Sell
-3,655
Closed -$241K – 199
2021
Q4 		$241K Buy
3,655
+123
+3% +$7.72K 0.03% 190
2021
Q3 		$208K Buy
+3,532
New +$216K 0.03% 195

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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 $104B AUM 28.3% 1-Year Est. Return

Leuthold Group's DGRW Position: Q1 2022 in Review

Leuthold Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 3,655 shares — an estimated $241K sold.

Leuthold Group first reported a position in DGRW in Q3 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2021. 384 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

  • Leuthold Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Leuthold Group sold 3,655 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $241K.
  • Leuthold Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 2 quarters.
  • Leuthold Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $241K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on Leuthold Group's 13F filing for Q1 2022, filed 4 May 2022.