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 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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

O'Dell Group's DGRW Position: Q1 2024 in Review

O'Dell Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 261 shares — an estimated $18.3K sold.

O'Dell Group first reported a position in DGRW in Q3 2021 and held it in 7 quarters. The position peaked at $18.3K in Q4 2023. 600 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

O'Dell Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 261 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $18.3K.
O'Dell Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 7 quarters.
O'Dell Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $18.3K in Q4 2023.
600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.