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Oliver Lagore Vanvalin Investment Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q3 		– Sell
-100
Closed -$7.8K – 705
2024
Q2 		$7.8K Buy
+100
New +$7.56K ﹤0.01% 448
2022
Q3 		– Sell
-39
Closed -$2K – 653
2022
Q2 		$2K Hold
39
– – ﹤0.01% 490
2022
Q1 		$2K Buy
+39
New +$2.46K ﹤0.01% 497

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DGRW Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 100 shares — an estimated $7.8K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in DGRW in Q1 2022 and held it in 3 quarters. The position peaked at $7.8K in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $7.8K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.8K in Q2 2024.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.