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Pathstone Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-1,020
Closed -$55K – 832
2020
Q4 		$55K Buy
+1,020
New +$52.8K ﹤0.01% 498

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Pathstone Family Office's DGRW Position: Q1 2021 in Review

Pathstone Family Office sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 1,020 shares — an estimated $55K sold.

Pathstone Family Office first reported a position in DGRW in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

  • Pathstone Family Office reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 1,020 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $55K.
  • Pathstone Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $55K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.