Mid Atlantic Financial Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mid Atlantic Financial 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 Q3	$241K	Sell	4,096 -100	-2%	-$6.12K	0.02%	750
2021 Q2	$250K	Hold	4,196	–	–	0.02%	743
2021 Q1	$240K	Buy	4,196 +21	+0.5%	+$1.15K	0.02%	717
2020 Q4	$225K	Hold	4,175	–	–	0.02%	683
2020 Q3	$215K	Buy	+4,175	New	+$203K	0.02%	632
2020 Q1	–	Sell	-4,175	Closed	-$202K	–	704
2019 Q4	$202K	Buy	+4,175	New	+$195K	0.02%	646

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's DGRW Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.4% in Q3 2021, selling an estimated $6.12K and leaving 4,096 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #750.

Mid Atlantic Financial Management first reported a position in DGRW in Q4 2019 and has held it in 6 quarters since. The position peaked at $250K in Q2 2021. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

Mid Atlantic Financial Management held 4,096 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $241K as of Q3 2021.
Mid Atlantic Financial Management sold 100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $6.12K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #750 holding.
Mid Atlantic Financial Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 6 quarters since.
Mid Atlantic Financial Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $250K in Q2 2021.
322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.