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Penserra Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Penserra Capital 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
2024
Q2 		– Sell
-102
Closed -$7K – 1277
2024
Q1 		$7K Buy
+102
New +$7.44K ﹤0.01% 958

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Morgan Stanley
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HC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Penserra Capital Management's DGRW Position: Q2 2024 in Review

Penserra Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 102 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in DGRW in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Penserra Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 102 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Penserra Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.