Migdal Insurance & Financial Holdings’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Migdal Insurance & Financial Holdings’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	-85	Closed	-$7K	–	447
2024 Q2	$7K	Hold	85	–	–	﹤0.01%	440
2024 Q1	$6K	Sell	85 -1,960	-96%	-$143K	﹤0.01%	350
2023 Q4	$144K	Sell	2,045 -1,500	-42%	-$99.1K	﹤0.01%	248
2023 Q3	$226K	Sell	3,545 -1,418	-29%	-$94.2K	﹤0.01%	221
2023 Q2	$328K	Sell	4,963 -4,700	-49%	-$299K	0.01%	204
2023 Q1	$595K	Buy	9,663 +4,700	+95%	+$289K	0.01%	173
2022 Q4	$300K	Buy	+4,963	New	+$296K	0.01%	197

Other funds holding DGRW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Migdal Insurance & Financial Holdings's DGRW Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 85 shares — an estimated $7K sold.

Migdal Insurance & Financial Holdings first reported a position in DGRW in Q4 2022 and held it in 7 quarters. The position peaked at $595K in Q1 2023. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

Migdal Insurance & Financial Holdings reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 85 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $7K.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $595K in Q1 2023.
645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.