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Lindbrook Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lindbrook Capital’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
2019
Q2 		– Sell
-12,165
Closed -$523K – 1416
2019
Q1 		$523K Hold
12,165
– – 0.21% 46
2018
Q4 		$466K Buy
+12,165
New +$503K 0.23% 43

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lindbrook Capital's DGRW Position: Q2 2019 in Review

Lindbrook Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2019, closing a stake of 12,165 shares — an estimated $523K sold.

Lindbrook Capital first reported a position in DGRW in Q4 2018 and held it in 2 quarters. The position peaked at $523K in Q1 2019. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

  • Lindbrook Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
  • Lindbrook Capital sold 12,165 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $523K.
  • Lindbrook Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 2 quarters.
  • Lindbrook Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $523K in Q1 2019.
  • 214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on Lindbrook Capital's 13F filing for Q2 2019, filed 24 Jul 2019.