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Private Portfolio Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Private Portfolio Partners’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
Q4 		$547K Sell
6,754
-54
-0.8% -$4.51K 0.1% 156
2024
Q3 		$566K Buy
6,808
+1,147
+20% +$91.9K 0.11% 148
2024
Q2 		$442K Buy
5,661
+1,347
+31% +$102K 0.36% 54
2024
Q1 		$329K Sell
4,314
-169
-4% -$12.3K 0.07% 204
2023
Q4 		$315K Buy
4,483
+28
+0.6% +$1.85K 0.07% 195
2023
Q3 		$283K Sell
4,455
-873
-16% -$58K 0.07% 205
2023
Q2 		$355K Sell
5,328
-196
-4% -$12.4K 0.09% 173
2023
Q1 		$344K Buy
5,524
+227
+4% +$14K 0.09% 168
2022
Q4 		$320K Buy
5,297
+357
+7% +$21.3K 0.08% 193
2022
Q3 		$266K Buy
4,940
+20
+0.4% +$1.18K 0.08% 212
2022
Q2 		$282K Buy
4,920
+908
+23% +$55K 0.08% 206
2022
Q1 		$255K Buy
4,012
+677
+20% +$42.7K 0.06% 243
2021
Q4 		$220K Buy
+3,335
New +$209K 0.06% 255
2021
Q3 		– Sell
-3,713
Closed -$222K – 259
2021
Q2 		$222K Buy
+3,713
New +$219K 0.06% 240
2021
Q1 		– Sell
-4,680
Closed -$253K – 237
2020
Q4 		$253K Sell
4,680
-16
-0.3% -$828 0.09% 189
2020
Q3 		$233K Buy
4,696
+1
+0% +$49 0.09% 182
2020
Q2 		$214K Buy
+4,695
New +$203K 0.1% 174
2020
Q1 		– Sell
-4,507
Closed -$218K – 194
2019
Q4 		$218K Hold
4,507
– – 0.09% 188
2019
Q3 		$204K Buy
+4,507
New +$199K 0.1% 189

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Portfolio Partners's DGRW Position: Q4 2024 in Review

Private Portfolio Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.79% in Q4 2024, selling an estimated $4.51K and leaving 6,754 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #156.

Private Portfolio Partners first reported a position in DGRW in Q3 2019 and has held it in 19 quarters since. The position peaked at $566K in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Private Portfolio Partners held 6,754 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $547K as of Q4 2024.
  • Private Portfolio Partners sold 54 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $4.51K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Private Portfolio Partners's portfolio in Q4 2024, its #156 holding.
  • Private Portfolio Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 19 quarters since.
  • Private Portfolio Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $566K in Q3 2024.
  • 711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.