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

Mascoma 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
Q2 		– Sell
-132
Closed -$8K – 187
2021
Q1 		$8K Buy
+132
New +$7.24K ﹤0.01% 353

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Mascoma Wealth Management's DGRW Position: Q2 2021 in Review

Mascoma Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2021, closing a stake of 132 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in DGRW in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

  • Mascoma Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 132 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $8K.
  • Mascoma Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
  • Mascoma Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on Mascoma Wealth Management's 13F filing for Q2 2021, filed 6 Jul 2021.