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

Pinnacle Private Wealth’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
2022 Q2	$835K	Buy	14,577 +203	+1%	+$12.3K	0.33%	79
2022 Q1	$915K	Sell	14,374 -76	-0.5%	-$4.8K	0.29%	84
2021 Q4	$952K	Buy	+14,450	New	+$908K	0.3%	80

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Pinnacle Private Wealth's DGRW Position: Q2 2022 in Review

Pinnacle Private Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.4% in Q2 2022, buying an estimated $12.3K and bringing the position to 14,577 shares worth $835K. The position accounts for 0.33% of the portfolio, ranked #79.

Pinnacle Private Wealth first reported a position in DGRW in Q4 2021 and has held it in 3 quarters since. The position peaked at $952K in Q4 2021. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

Pinnacle Private Wealth held 14,577 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $835K as of Q2 2022.
Pinnacle Private Wealth bought 203 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $12.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.33% of Pinnacle Private Wealth's portfolio in Q2 2022, its #79 holding.
Pinnacle Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $952K in Q4 2021.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.