ODG
DGRW icon

O'Dell Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-261
Closed -$18.3K – 177
2023
Q4 		$18.3K Buy
+261
New +$17.2K ﹤0.01% 300
2023
Q3 		– Sell
-261
Closed -$17.4K – 161
2023
Q2 		$17.4K Buy
+261
New +$16.6K ﹤0.01% 292
2022
Q4 		– Sell
-261
Closed -$14K – 152
2022
Q3 		$14K Hold
261
– – 0.01% 258
2022
Q2 		$15K Hold
261
– – 0.01% 245
2022
Q1 		$17K Hold
261
– – 0.01% 266
2021
Q4 		$17K Hold
261
– – 0.01% 255
2021
Q3 		$15K Buy
+261
New +$16K ﹤0.01% 257

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return