Liberty Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1,232	Closed	-$72K	–	388
2021 Q3	$72K	Buy	1,232 +6	+0.5%	+$367	0.03%	348
2021 Q2	$73K	Buy	1,226 +11	+0.9%	+$650	0.03%	254
2021 Q1	$65K	Hold	1,215	–	–	0.03%	240
2020 Q4	$65K	Buy	1,215 +9	+0.7%	+$466	0.03%	238
2020 Q3	$60K	Buy	1,206 +5	+0.4%	+$243	0.04%	206
2020 Q2	$55K	Buy	1,201 +336	+39%	+$14.5K	0.04%	210
2020 Q1	$34K	Buy	865 +394	+84%	+$17.9K	0.03%	261
2019 Q4	$23K	Buy	471 +3	+0.6%	+$140	0.02%	392
2019 Q3	$21K	Buy	468 +3	+0.6%	+$133	0.02%	390
2019 Q2	$20K	Buy	465 +3	+0.6%	+$130	0.02%	408
2019 Q1	$19K	Buy	462 +2	+0.4%	+$83	0.01%	353
2018 Q4	$17K	Buy	+460	New	+$19K	0.01%	352

Other funds holding DGRW

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Liberty Wealth Management's DGRW Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 1,232 shares — an estimated $72K sold.

Liberty Wealth Management first reported a position in DGRW in Q4 2018 and held it in 12 quarters. The position peaked at $73K in Q2 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,232 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $72K.
Liberty Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $73K in Q2 2021.
382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.