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Old Mission Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Old Mission Capital’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
2020
Q3 		– Sell
-34,490
Closed -$1.57M – 455
2020
Q2 		$1.57M Buy
+34,490
New +$1.49M 0.11% 140
2019
Q3 		– Sell
-8,455
Closed -$369K – 235
2019
Q2 		$369K Buy
+8,455
New +$366K 0.05% 177

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Old Mission Capital's DGRW Position: Q3 2020 in Review

Old Mission Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 34,490 shares — an estimated $1.57M sold.

Old Mission Capital first reported a position in DGRW in Q2 2019 and held it in 2 quarters. The position peaked at $1.57M in Q2 2020. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

  • Old Mission Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Old Mission Capital sold 34,490 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $1.57M.
  • Old Mission Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 2 quarters.
  • Old Mission Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.57M in Q2 2020.
  • 268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on Old Mission Capital's 13F filing for Q3 2020, filed 16 Nov 2020.