Meeder Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Meeder Asset 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
2022 Q2	–	Sell	-152	Closed	-$10K	–	2226
2022 Q1	$10K	Buy	152 +101	+198%	+$6.37K	﹤0.01%	1542
2021 Q4	$3K	Buy	+51	New	+$3.2K	﹤0.01%	929
2021 Q3	–	Sell	-388	Closed	-$23K	–	2503
2021 Q2	$23K	Buy	+388	New	+$22.9K	﹤0.01%	1416

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

Meeder Asset Management's DGRW Position: Q2 2022 in Review

Meeder Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 152 shares — an estimated $10K sold.

Meeder Asset Management first reported a position in DGRW in Q2 2021 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Meeder Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Meeder Asset Management sold 152 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $10K.
Meeder Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 3 quarters.
Meeder Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $23K in Q2 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Meeder Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.