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Pacific Capital Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-7
Closed -$546 – 522
2024
Q2 		$546 Buy
+7
New +$529 ﹤0.01% 470

Other funds holding DGRW

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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

Pacific Capital Wealth Advisors's DGRW Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 7 shares — an estimated $546 sold.

Pacific Capital Wealth Advisors first reported a position in DGRW in Q2 2024 and held it in 1 quarter. The position peaked at $546 in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $546.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $546 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 Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.