Planning Solutions Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Planning Solutions 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
2019 Q2	$811K	Buy	18,590 +1,161	+7%	+$50.3K	0.42%	47
2019 Q1	$751K	Buy	17,429 +2,697	+18%	+$111K	0.4%	50
2018 Q4	$565K	Buy	+14,732	New	+$609K	0.34%	62

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

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

Planning Solutions Group's DGRW Position: Q2 2019 in Review

Planning Solutions Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.7% in Q2 2019, buying an estimated $50.3K and bringing the position to 18,590 shares worth $811K. The position accounts for 0.42% of the portfolio, ranked #47.

Planning Solutions Group first reported a position in DGRW in Q4 2018 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

Planning Solutions Group held 18,590 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $811K as of Q2 2019.
Planning Solutions Group bought 1,161 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $50.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.42% of Planning Solutions Group's portfolio in Q2 2019, its #47 holding.
Planning Solutions Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 3 quarters since.
214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.