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Parasol Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Parasol Investment 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
2014
Q2 		– Sell
-1,000
Closed -$28K – 273
2014
Q1 		$28K Hold
1,000
– – 0.02% 123
2013
Q4 		$28K Buy
+1,000
New +$26.6K 0.02% 124

Other funds holding DGRW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FSC
Fiduciary Services Corp Savannah, Georgia $305M AUM 10.31% 1-Year Est. Return

Parasol Investment Management's DGRW Position: Q2 2014 in Review

Parasol Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2014, closing a stake of 1,000 shares — an estimated $28K sold.

Parasol Investment Management first reported a position in DGRW in Q4 2013 and held it in 2 quarters. The position peaked at $28K in Q1 2014. 22 funds tracked by Wall St. Rank hold DGRW as of Q2 2014.

  • Parasol Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2014 after selling out during the quarter.
  • Parasol Investment Management sold 1,000 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2014, an estimated $28K.
  • Parasol Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2013 and held it in 2 quarters.
  • Parasol Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $28K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2014.

Based on Parasol Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.