Mach-1 Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mach-1 Financial 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
2023 Q2	–	Sell	-69	Closed	-$4.3K	–	223
2023 Q1	$4.3K	Buy	+69	New	+$4.24K	0.03%	187
2022 Q4	–	Sell	-69	Closed	-$3K	–	222
2022 Q3	$3K	Buy	69 +16	+30%	+$946	﹤0.01%	304
2022 Q2	$3K	Buy	+53	New	+$3.21K	﹤0.01%	333

Other funds holding DGRW

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mach-1 Financial Group's DGRW Position: Q2 2023 in Review

Mach-1 Financial Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2023, closing a stake of 69 shares — an estimated $4.3K sold.

Mach-1 Financial Group first reported a position in DGRW in Q2 2022 and held it in 3 quarters. The position peaked at $4.3K in Q1 2023. 503 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

Mach-1 Financial Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 69 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2023, an estimated $4.3K.
Mach-1 Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.3K in Q1 2023.
503 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.