Oder Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Oder Investment Management’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
2021 Q1	–	Sell	-300	Closed	-$16K	–	186
2020 Q4	$16K	Buy	+300	New	+$15.5K	0.02%	302

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Oder Investment Management's DGRW Position: Q1 2021 in Review

Oder Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 300 shares — an estimated $16K sold.

Oder Investment Management first reported a position in DGRW in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

Oder Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
Oder Investment Management sold 300 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $16K.
Oder Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 1 quarter.
Oder Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $16K in Q4 2020.
314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.