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MassMutual Private Wealth & Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q3 		– Sell
-667
Closed -$52.1K – 2160
2024
Q2 		$52.1K Hold
667
– – ﹤0.01% 633
2024
Q1 		$50.8K Hold
667
– – ﹤0.01% 614
2023
Q4 		$46.9K Hold
667
– – ﹤0.01% 620
2023
Q3 		$42.3K Buy
+667
New +$44.3K ﹤0.01% 630

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's DGRW Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 667 shares — an estimated $52.1K sold.

MassMutual Private Wealth & Trust first reported a position in DGRW in Q3 2023 and held it in 4 quarters. The position peaked at $52.1K in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 667 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $52.1K.
  • MassMutual Private Wealth & Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $52.1K in Q2 2024.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.