Live Your Vision’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Live Your Vision’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 Q1	$17.6M	Buy	396,503 +37,581	+10%	+$1.55M	5.35%	7
2018 Q4	$14.1M	Buy	358,922 +12,493	+4%	+$516K	4.76%	6
2018 Q3	$15.4M	Buy	346,429 +3,974	+1%	+$172K	4.89%	6
2018 Q2	$14.3M	Buy	342,455 +5,640	+2%	+$232K	4.74%	6
2018 Q1	$13.7M	Sell	336,815 -1,995	-0.6%	-$83.9K	4.65%	5
2017 Q4	$14.8M	Sell	338,810 -16,175	-5%	-$645K	4.95%	5
2017 Q3	$13.5M	Buy	354,985 +6,372	+2%	+$238K	4.82%	6
2017 Q2	$12.9M	Buy	348,613 +10,210	+3%	+$370K	4.82%	7
2017 Q1	$12M	Buy	338,403 +115,377	+52%	+$4.01M	4.7%	7
2016 Q4	$7.42M	Buy	223,026 +4,102	+2%	+$134K	3.15%	9
2016 Q3	$7.07M	Buy	218,924 +2,322	+1%	+$75.3K	3.02%	12
2016 Q2	$6.84M	Sell	216,602 -122,941	-36%	-$3.84M	3.12%	11
2016 Q1	$10.6M	Sell	339,543 -2,231	-0.7%	-$65.6K	5.03%	5
2015 Q4	$10.4M	Sell	341,774 -8,847	-3%	-$271K	4.98%	3
2015 Q3	$10M	Buy	350,621 +5,790	+2%	+$175K	4.72%	5
2015 Q2	$10.8M	Buy	+344,831	New	+$10.9M	4.99%	5

Other funds holding DGRW

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

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

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

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

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

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Live Your Vision's DGRW Position: Q1 2019 in Review

Live Your Vision increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q1 2019, buying an estimated $1.55M and bringing the position to 396,503 shares worth $17.6M. The position accounts for 5.35% of the portfolio, ranked #7.

Live Your Vision first reported a position in DGRW in Q2 2015 and has held it in 16 quarters since. 203 funds tracked by Wall St. Rank hold DGRW as of Q1 2019.

Live Your Vision held 396,503 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $17.6M as of Q1 2019.
Live Your Vision bought 37,581 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2019, an estimated $1.55M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.35% of Live Your Vision's portfolio in Q1 2019, its #7 holding.
Live Your Vision first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2015 and has held it in 16 quarters since.
203 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.