Mason & Associates (California)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mason & Associates (California)’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
2022 Q2	–	Sell	-5,751	Closed	-$366K	–	91
2022 Q1	$366K	Sell	5,751 -120	-2%	-$7.57K	0.11%	79
2021 Q4	$387K	Buy	+5,871	New	+$369K	0.12%	65

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Mason & Associates (California)'s DGRW Position: Q2 2022 in Review

Mason & Associates (California) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 5,751 shares — an estimated $366K sold.

Mason & Associates (California) first reported a position in DGRW in Q4 2021 and held it in 2 quarters. The position peaked at $387K in Q4 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Mason & Associates (California) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Mason & Associates (California) sold 5,751 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $366K.
Mason & Associates (California) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 2 quarters.
Mason & Associates (California)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $387K in Q4 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Mason & Associates (California)'s 13F filing for Q2 2022, filed 26 Jul 2022.