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Orion Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Orion Capital 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
2022
Q2 		– Sell
-3
Closed – – 422
2022
Q1 		$0 Hold
3
– – ﹤0.01% 410
2021
Q4 		$0 Buy
+3
New +$188 ﹤0.01% 375

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Orion Capital Management's DGRW Position: Q2 2022 in Review

Orion Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 3 shares.

Orion Capital Management first reported a position in DGRW in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

  • Orion Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Orion Capital Management sold 3 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022.
  • Orion Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 2 quarters.
  • Orion Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $0 in Q1 2022.
  • 388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Orion Capital Management's 13F filing for Q2 2022, filed 22 Jul 2022.