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Peterson Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Peterson Financial Group’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
Q3 		$88.1K Buy
+1,059
New +$84.8K 0.34% 60

Other funds holding DGRW

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Peterson Financial Group's DGRW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024: 1,059 shares worth $88.1K. The stake represents 0.34% of the portfolio and ranks #60 among its holdings.

646 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • Peterson Financial Group held 1,059 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $88.1K as of Q3 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Peterson Financial Group position in Q3 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.34% of Peterson Financial Group's portfolio in Q3 2024, its #60 holding.
  • 646 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.