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Pacific Sun Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-7,639
Closed -$316K – 139
2017
Q4 		$316K Buy
+7,639
New +$305K 0.17% 105

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
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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

Pacific Sun Financial's DGRW Position: Q1 2018 in Review

Pacific Sun Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2018, closing a stake of 7,639 shares — an estimated $316K sold.

Pacific Sun Financial first reported a position in DGRW in Q4 2017 and held it in 1 quarter. The position peaked at $316K in Q4 2017. 137 funds tracked by Wall St. Rank hold DGRW as of Q1 2018.

  • Pacific Sun Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 7,639 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2018, an estimated $316K.
  • Pacific Sun Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $316K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.