MUFG Americas’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MUFG Americas’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 Q4	–	Sell	-5,461	Closed	-$294K	–	188
2022 Q3	$294K	Sell	5,461 -951	-15%	-$56.2K	0.01%	351
2022 Q2	$367K	Buy	6,412 +1,568	+32%	+$95K	0.01%	343
2022 Q1	$308K	Hold	4,844	–	–	0.01%	354
2021 Q4	$319K	Sell	4,844 -830	-15%	-$52.1K	0.01%	360
2021 Q3	$334K	Buy	5,674 +830	+17%	+$50.8K	0.01%	347
2021 Q2	$289K	Sell	4,844 -956	-16%	-$56.5K	﹤0.01%	364
2021 Q1	$332K	Hold	5,800	–	–	0.01%	365
2020 Q4	$313K	Hold	5,800	–	–	0.01%	356
2020 Q3	$288K	Hold	5,800	–	–	0.01%	356
2020 Q2	$264K	Hold	5,800	–	–	0.01%	362
2020 Q1	$226K	Hold	5,800	–	–	0.01%	367
2019 Q4	$281K	Hold	5,800	–	–	0.01%	375
2019 Q3	$262K	Hold	5,800	–	–	0.01%	375
2019 Q2	$253K	Hold	5,800	–	–	0.01%	380
2019 Q1	$250K	Hold	5,800	–	–	0.01%	367
2018 Q4	$222K	Buy	+5,800	New	+$240K	0.01%	372

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

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MUFG Americas's DGRW Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 5,461 shares — an estimated $294K sold.

MUFG Americas first reported a position in DGRW in Q4 2018 and held it in 16 quarters. The position peaked at $367K in Q2 2022. 444 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

MUFG Americas reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 5,461 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $294K.
MUFG Americas first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 16 quarters.
MUFG Americas's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $367K in Q2 2022.
444 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.