Proficio Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-2,000	Closed	-$87K	–	499
2019 Q2	$87K	Hold	2,000	–	–	0.03%	233
2019 Q1	$86K	Hold	2,000	–	–	0.03%	223
2018 Q4	$77K	Hold	2,000	–	–	0.03%	209
2018 Q3	$89K	Hold	2,000	–	–	0.03%	218
2018 Q2	$82K	Hold	2,000	–	–	0.03%	237
2018 Q1	$81K	Hold	2,000	–	–	0.02%	251
2017 Q4	$83K	Hold	2,000	–	–	0.03%	247
2017 Q3	$76K	Hold	2,000	–	–	0.03%	297
2017 Q2	$74K	Hold	2,000	–	–	0.03%	310
2017 Q1	$72K	Hold	2,000	–	–	0.03%	304
2016 Q4	$67K	Hold	2,000	–	–	0.03%	220
2016 Q3	$65K	Hold	2,000	–	–	0.04%	224
2016 Q2	$65K	Hold	2,000	–	–	0.04%	221
2016 Q1	$63K	Buy	+2,000	New	+$58.8K	0.05%	177

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

HFA

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

BFG

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

TLIC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Proficio Capital Partners's DGRW Position: Q3 2019 in Review

Proficio Capital Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2019, closing a stake of 2,000 shares — an estimated $87K sold.

Proficio Capital Partners first reported a position in DGRW in Q1 2016 and held it in 14 quarters. The position peaked at $89K in Q3 2018. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

Proficio Capital Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 2,000 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2019, an estimated $87K.
Proficio Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $89K in Q3 2018.
212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.