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Pittenger & Anderson Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pittenger & Anderson Inc’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 		– Sell
-177
Closed -$13.8K – 464
2024
Q2 		$13.8K Buy
+177
New +$13.4K ﹤0.01% 356
2024
Q1 		– Sell
-700
Closed -$49.2K – 433
2023
Q4 		$49.2K Buy
+700
New +$46.2K ﹤0.01% 291

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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 $94B AUM 20.14% 1-Year Est. Return

Pittenger & Anderson Inc's DGRW Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 177 shares — an estimated $13.8K sold.

Pittenger & Anderson Inc first reported a position in DGRW in Q4 2023 and held it in 2 quarters. The position peaked at $49.2K in Q4 2023. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 177 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $13.8K.
  • Pittenger & Anderson Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 2 quarters.
  • Pittenger & Anderson Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $49.2K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.