Mirador Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mirador Capital Partners’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
2020 Q3	–	Sell	-5,292	Closed	-$241K	–	167
2020 Q2	$241K	Sell	5,292 -458	-8%	-$19.8K	0.09%	139
2020 Q1	$242K	Sell	5,750 -2,194	-28%	-$99.7K	0.1%	122
2019 Q4	$385K	Buy	7,944 +2,034	+34%	+$94.9K	0.16%	121
2019 Q3	$266K	Buy	5,910 +241	+4%	+$10.7K	0.12%	145
2019 Q2	$247K	Sell	5,669 -151	-3%	-$6.54K	0.12%	134
2019 Q1	$251K	Buy	5,820 +593	+11%	+$24.5K	0.14%	122
2018 Q4	$200K	Sell	5,227 -119	-2%	-$4.92K	0.12%	133
2018 Q3	$237K	Buy	5,346 +64	+1%	+$2.77K	0.12%	139
2018 Q2	$217K	Buy	+5,282	New	+$217K	0.12%	132
2018 Q1	–	Sell	-7,639	Closed	-$316K	–	123
2017 Q4	$316K	Buy	7,639 +359	+5%	+$14.3K	0.17%	105
2017 Q3	$279K	Buy	7,280 +23	+0.3%	+$858	0.16%	108
2017 Q2	$270K	Buy	7,257 +539	+8%	+$19.5K	0.17%	111
2017 Q1	$238K	Buy	6,718 +424	+7%	+$14.7K	0.17%	115
2016 Q4	$209K	Buy	+6,294	New	+$205K	0.17%	117

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirador Capital Partners's DGRW Position: Q3 2020 in Review

Mirador Capital Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 5,292 shares — an estimated $241K sold.

Mirador Capital Partners first reported a position in DGRW in Q4 2016 and held it in 14 quarters. The position peaked at $385K in Q4 2019. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

Mirador Capital Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
Mirador Capital Partners sold 5,292 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $241K.
Mirador Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and held it in 14 quarters.
Mirador Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $385K in Q4 2019.
268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on Mirador Capital Partners's 13F filing for Q3 2020, filed 12 Nov 2020.