Northstar Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Northstar Wealth 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
2019 Q2	–	Sell	-5,390	Closed	-$232K	–	181
2019 Q1	$232K	Hold	5,390	–	–	0.11%	160
2018 Q4	$207K	Hold	5,390	–	–	0.11%	162
2018 Q3	$238K	Hold	5,390	–	–	0.11%	156
2018 Q2	$221K	Sell	5,390 -3,705	-41%	-$152K	0.11%	175
2018 Q1	$367K	Buy	9,095 +655	+8%	+$27.5K	0.19%	129
2017 Q4	$358K	Sell	8,440 -52	-0.6%	-$2.08K	0.32%	89
2017 Q3	$326K	Buy	8,492 +1,078	+15%	+$40.2K	0.32%	87
2017 Q2	$272K	Buy	7,414 +1,682	+29%	+$60.9K	0.25%	109
2017 Q1	$202K	Buy	+5,732	New	+$199K	0.19%	127

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northstar Wealth Partners's DGRW Position: Q2 2019 in Review

Northstar Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2019, closing a stake of 5,390 shares — an estimated $232K sold.

Northstar Wealth Partners first reported a position in DGRW in Q1 2017 and held it in 9 quarters. The position peaked at $367K in Q1 2018. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

Northstar Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
Northstar Wealth Partners sold 5,390 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $232K.
Northstar Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and held it in 9 quarters.
Northstar Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $367K in Q1 2018.
214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on Northstar Wealth Partners's 13F filing for Q2 2019, filed 15 Aug 2019.