PWAP
DGRW icon

Private Wealth Advisors (Pennsylvania)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$973K Hold
18,033
– – 0.55% 43
2020
Q3 		$894K Sell
18,033
-40
-0.2% -$1.94K 0.57% 39
2020
Q2 		$822K Sell
18,073
-24
-0.1% -$1.04K 0.56% 42
2020
Q1 		$760K Sell
18,097
-190
-1% -$8.63K 0.58% 42
2019
Q4 		$892K Sell
18,287
-2,695
-13% -$126K 0.48% 57
2019
Q3 		$946K Sell
20,982
-23,039
-52% -$1.02M 0.48% 59
2019
Q2 		$1.92M Sell
44,021
-1,355
-3% -$58.7K 0.68% 45
2019
Q1 		$1.95M Hold
45,376
– – 0.73% 41
2018
Q4 		$1.74M Sell
45,376
-85
-0.2% -$3.51K 0.75% 41
2018
Q3 		$2.02M Buy
45,461
+205
+0.5% +$8.86K 0.74% 41
2018
Q2 		$1.86M Buy
45,256
+458
+1% +$18.8K 0.74% 42
2018
Q1 		$1.81M Sell
44,798
-9,660
-18% -$406K 0.72% 40
2017
Q4 		$2.26M Sell
54,458
-80
-0.1% -$3.19K 0.87% 36
2017
Q3 		$2.08M Sell
54,538
-3,357
-6% -$125K 0.85% 38
2017
Q2 		$2.13M Sell
57,895
-634
-1% -$22.9K 0.91% 38
2017
Q1 		$2.08M Sell
58,529
-3,180
-5% -$110K 0.93% 36
2016
Q4 		$2.05M Sell
61,709
-1,550
-2% -$50.4K 0.95% 36
2016
Q3 		$2.04M Buy
63,259
+1,250
+2% +$40.5K 0.97% 35
2016
Q2 		$1.96M Buy
62,009
+8,551
+16% +$267K 0.96% 35
2016
Q1 		$1.67M Buy
53,458
+3,865
+8% +$114K 0.89% 37
2015
Q4 		$1.5M Sell
49,593
-8,022
-14% -$246K 0.85% 37
2015
Q3 		$1.65M Buy
57,615
+783
+1% +$23.6K 0.83% 39
2015
Q2 		$1.76M Buy
56,832
+5,781
+11% +$183K 0.8% 39
2015
Q1 		$1.6M Buy
51,051
+3,125
+7% +$97.4K 0.75% 39
2014
Q4 		$1.49M Buy
47,926
+10,150
+27% +$306K 0.72% 43
2014
Q3 		$1.1M Buy
37,776
+2,311
+7% +$67.7K 0.58% 59
2014
Q2 		$1.03M Buy
35,465
+208
+0.6% +$5.91K 0.53% 59
2014
Q1 		$987K Sell
35,257
-491
-1% -$13.4K 0.54% 60
2013
Q4 		$996K Buy
35,748
+9,934
+38% +$265K 0.54% 58
2013
Q3 		$653K Buy
25,814
+9,887
+62% +$249K 0.38% 68
2013
Q2 		$385K Buy
+15,927
New +$391K 0.24% 84

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s DGRW Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q4 2020 at 18,033 shares worth $973K. The position accounts for 0.55% of the portfolio, ranked #43.

Private Wealth Advisors (Pennsylvania) first reported a position in DGRW in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.26M in Q4 2017. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 18,033 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $973K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q4 2020.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.55% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #43 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.26M in Q4 2017.
  • 302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.