Neuberger Berman Group
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Neuberger Berman Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Neuberger Berman Group’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
2016
Q3 		– Sell
-10,888
Closed -$344K – 1599
2016
Q2 		$344K Buy
+10,888
New +$340K ﹤0.01% 1335

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jacobus Wealth Management
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Venturi Wealth Management
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Neuberger Berman Group's DGRW Position: Q3 2016 in Review

Neuberger Berman Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2016, closing a stake of 10,888 shares — an estimated $344K sold.

Neuberger Berman Group first reported a position in DGRW in Q2 2016 and held it in 1 quarter. The position peaked at $344K in Q2 2016. 70 funds tracked by Wall St. Rank hold DGRW as of Q3 2016.

  • Neuberger Berman Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2016 after selling out during the quarter.
  • Neuberger Berman Group sold 10,888 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2016, an estimated $344K.
  • Neuberger Berman Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2016 and held it in 1 quarter.
  • Neuberger Berman Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $344K in Q2 2016.
  • 70 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2016.

Based on Neuberger Berman Group's 13F filing for Q3 2016, filed 2 Nov 2016.