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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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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