Personal CFO Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-55,092	Closed	-$4.58M	–	491
2024 Q3	$4.58M	Buy	55,092 +11,746	+27%	+$941K	0.64%	29
2024 Q2	$3.38M	Buy	43,346 +13,061	+43%	+$987K	0.52%	38
2024 Q1	$2.31M	Buy	30,285 +5,500	+22%	+$401K	0.36%	52
2023 Q4	$1.74M	Buy	24,785 +2,072	+9%	+$137K	0.3%	60
2023 Q3	$1.44M	Buy	22,713 +5,497	+32%	+$365K	0.29%	71
2023 Q2	$1.15M	Buy	+17,216	New	+$1.09M	0.23%	85

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Personal CFO Solutions's DGRW Position: Q4 2024 in Review

Personal CFO Solutions sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 55,092 shares — an estimated $4.58M sold.

Personal CFO Solutions first reported a position in DGRW in Q2 2023 and held it in 6 quarters. The position peaked at $4.58M in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Personal CFO Solutions reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 55,092 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $4.58M.
Personal CFO Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 6 quarters.
Personal CFO Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.58M in Q3 2024.
711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.