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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

HighTower Advisors

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