Polaris Wealth Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-419	Closed	-$19K	–	219
2018 Q3	$19K	Buy	419 +144	+52%	+$6.22K	﹤0.01%	332
2018 Q2	$11K	Hold	275	–	–	﹤0.01%	197
2018 Q1	$11K	Buy	+275	New	+$11.6K	﹤0.01%	352

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFM

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's DGRW Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2018, closing a stake of 419 shares — an estimated $19K sold.

Polaris Wealth Advisory Group first reported a position in DGRW in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 185 funds tracked by Wall St. Rank hold DGRW as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 419 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2018, an estimated $19K.
Polaris Wealth Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $19K in Q3 2018.
185 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.