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Osborn Williams & Donohoe’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-783
Closed -$34K – 401
2019
Q1 		$34K Buy
+783
New +$32.3K ﹤0.01% 507

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osborn Williams & Donohoe's DGRW Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2019, closing a stake of 783 shares — an estimated $34K sold.

Osborn Williams & Donohoe first reported a position in DGRW in Q1 2019 and held it in 1 quarter. The position peaked at $34K in Q1 2019. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 783 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $34K.
  • Osborn Williams & Donohoe first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $34K in Q1 2019.
  • 214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.