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

Portside Wealth 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
2024 Q2	–	Sell	-32,694	Closed	-$2.49M	–	377
2024 Q1	$2.49M	Buy	32,694 +2,382	+8%	+$174K	0.46%	59
2023 Q4	$2.13M	Sell	30,312 -2,415	-7%	-$159K	0.4%	74
2023 Q3	$2.07M	Buy	32,727 +848	+3%	+$56.3K	0.39%	68
2023 Q2	$2.13M	Buy	+31,879	New	+$2.02M	0.39%	64

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Portside Wealth Group's DGRW Position: Q2 2024 in Review

Portside Wealth Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 32,694 shares — an estimated $2.49M sold.

Portside Wealth Group first reported a position in DGRW in Q2 2023 and held it in 4 quarters. The position peaked at $2.49M in Q1 2024. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Portside Wealth Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Portside Wealth Group sold 32,694 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $2.49M.
Portside Wealth Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 4 quarters.
Portside Wealth Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.49M in Q1 2024.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Portside Wealth Group's 13F filing for Q2 2024, filed 18 Jul 2024.