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Pinnacle Bancorp’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pinnacle Bancorp’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
2019
Q1 		– Sell
-2,135
Closed -$82K – 687
2018
Q4 		$82K Buy
+2,135
New +$88.2K 0.05% 225
2017
Q1 		$76K Buy
+2,135
New +$74.2K 0.05% 225

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pinnacle Bancorp's DGRW Position: Q1 2019 in Review

Pinnacle Bancorp sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2019, closing a stake of 2,135 shares — an estimated $82K sold.

Pinnacle Bancorp first reported a position in DGRW in Q1 2017 and held it in 2 quarters. The position peaked at $82K in Q4 2018. 203 funds tracked by Wall St. Rank hold DGRW as of Q1 2019.

  • Pinnacle Bancorp reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Pinnacle Bancorp sold 2,135 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2019, an estimated $82K.
  • Pinnacle Bancorp first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and held it in 2 quarters.
  • Pinnacle Bancorp's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $82K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2019.

Based on Pinnacle Bancorp's 13F filing for Q1 2019, filed 5 Apr 2019.