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Nachman Norwood & Parrott’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-314
Closed -$16K – 447
2020
Q3 		$16K Buy
+314
New +$15.2K ﹤0.01% 662

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nachman Norwood & Parrott's DGRW Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2020, closing a stake of 314 shares — an estimated $16K sold.

Nachman Norwood & Parrott first reported a position in DGRW in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 314 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2020, an estimated $16K.
  • Nachman Norwood & Parrott first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $16K in Q3 2020.
  • 302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.