Perennial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Perennial Advisors’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 Q3	–	Sell	-410	Closed	-$24K	–	125
2021 Q2	$24K	Hold	410	–	–	0.01%	197
2021 Q1	$23K	Hold	410	–	–	0.01%	199
2020 Q4	$22K	Buy	+410	New	+$21.2K	0.01%	177
2020 Q3	–	Sell	-375	Closed	-$17K	–	109
2020 Q2	$17K	Buy	+375	New	+$16.2K	0.01%	177
2019 Q1	–	Sell	-240	Closed	-$9K	–	104
2018 Q4	$9K	Hold	240	–	–	0.01%	165
2018 Q3	$11K	Hold	240	–	–	0.01%	161
2018 Q2	$10K	Buy	+240	New	+$9.85K	0.01%	165

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perennial Advisors's DGRW Position: Q3 2021 in Review

Perennial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2021, closing a stake of 410 shares — an estimated $24K sold.

Perennial Advisors first reported a position in DGRW in Q2 2018 and held it in 7 quarters. The position peaked at $24K in Q2 2021. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

Perennial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 410 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $24K.
Perennial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and held it in 7 quarters.
Perennial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $24K in Q2 2021.
322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.