Parallax Volatility Advisers
DGRW icon

Parallax Volatility Advisers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Parallax Volatility Advisers’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
Q3 		– Sell
-1
Closed – – 2481
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2724
2019
Q1 		$0 Hold
1
– – ﹤0.01% 2934
2018
Q4 		$0 Hold
1
– – ﹤0.01% 3048
2018
Q3 		$0 Hold
1
– – ﹤0.01% 2709
2018
Q2 		$0 Hold
1
– – ﹤0.01% 2285
2018
Q1 		$0 Hold
1
– – ﹤0.01% 2595
2017
Q4 		$0 Hold
1
– – ﹤0.01% 4061
2017
Q3 		$0 Hold
1
– – ﹤0.01% 2250
2017
Q2 		$0 Hold
1
– – ﹤0.01% 2542
2017
Q1 		$0 Hold
1
– – ﹤0.01% 3691
2016
Q4 		$0 Hold
1
– – ﹤0.01% 3193
2016
Q3 		$0 Hold
1
– – ﹤0.01% 2999
2016
Q2 		$0 Hold
1
– – ﹤0.01% 2633
2016
Q1 		$0 Hold
1
– – ﹤0.01% 2668
2015
Q4 		$0 Hold
1
– – ﹤0.01% 3000
2015
Q3 		$0 Hold
1
– – ﹤0.01% 3038
2015
Q2 		$0 Hold
1
– – ﹤0.01% 3788
2015
Q1 		$0 Hold
1
– – ﹤0.01% 4517
2014
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 5105

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
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
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

Parallax Volatility Advisers's DGRW Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2019, closing a stake of 1 share.

Parallax Volatility Advisers first reported a position in DGRW in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q3 2019.
  • Parallax Volatility Advisers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $0 in Q2 2019.
  • 212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.