Optimum Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Optimum Investment Advisors’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
2022 Q4	–	Sell	-190	Closed	-$10K	–	778
2022 Q3	$10K	Hold	190	–	–	0.01%	588
2022 Q2	$11K	Hold	190	–	–	0.01%	592
2022 Q1	$12K	Hold	190	–	–	0.01%	626
2021 Q4	$13K	Hold	190	–	–	0.01%	645
2021 Q3	$11K	Hold	190	–	–	﹤0.01%	670
2021 Q2	$11K	Hold	190	–	–	﹤0.01%	737
2021 Q1	$11K	Hold	190	–	–	﹤0.01%	753
2020 Q4	$10K	Sell	190 -325	-63%	-$16.8K	﹤0.01%	727
2020 Q3	$26K	Sell	515 -424	-45%	-$20.6K	0.01%	557
2020 Q2	$43K	Sell	939 -2,750	-75%	-$119K	0.02%	462
2020 Q1	$144K	Sell	3,689 -32,567	-90%	-$1.48M	0.06%	254
2019 Q4	$1.76M	Sell	36,256 -944	-3%	-$44K	0.52%	40
2019 Q3	$1.68M	Sell	37,200 -765	-2%	-$33.8K	0.53%	39
2019 Q2	$1.66M	Buy	37,965 +1,075	+3%	+$46.5K	0.54%	44
2019 Q1	$1.59M	Sell	36,890 -700	-2%	-$28.9K	0.52%	40
2018 Q4	$1.44M	Buy	37,590 +1,417	+4%	+$58.6K	0.5%	44
2018 Q3	$1.6M	Sell	36,173 -486	-1%	-$21K	0.44%	47
2018 Q2	$1.5M	Sell	36,659 -2,702	-7%	-$111K	0.43%	53
2018 Q1	$1.59M	Buy	39,361 +13,117	+50%	+$551K	0.47%	48
2017 Q4	$1.09M	Buy	26,244 +4,443	+20%	+$177K	0.35%	88
2017 Q3	$832K	Buy	21,801 +831	+4%	+$31K	0.28%	105
2017 Q2	$771K	Buy	20,970 +29	+0.1%	+$1.05K	0.27%	109
2017 Q1	$743K	Buy	20,941 +389	+2%	+$13.5K	0.26%	111
2016 Q4	$684K	Buy	20,552 +22	+0.1%	+$716	0.26%	109
2016 Q3	$663K	Sell	20,530 -1,325	-6%	-$43K	0.25%	114
2016 Q2	$690K	Hold	21,855	–	–	0.27%	113
2016 Q1	$683K	Hold	21,855	–	–	0.27%	114
2015 Q4	$663K	Buy	21,855 +1,030	+5%	+$31.6K	0.26%	117
2015 Q3	$596K	Buy	+20,825	New	+$629K	0.24%	124
2015 Q1	$588K	Buy	18,805 +4,350	+30%	+$136K	0.19%	143
2014 Q4	$449K	Buy	+14,455	New	+$435K	0.14%	164

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Optimum Investment Advisors's DGRW Position: Q4 2022 in Review

Optimum Investment Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 190 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in DGRW in Q4 2014 and held it in 31 quarters. The position peaked at $1.76M in Q4 2019. 444 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Optimum Investment Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 190 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $10K.
Optimum Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2014 and held it in 31 quarters.
Optimum Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.76M in Q4 2019.
444 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.