Prudential Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Prudential Financial’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	–	Sell	-23,605	Closed	-$1.96M	–	2366
2024 Q3	$1.96M	Buy	23,605 +10,141	+75%	+$812K	﹤0.01%	1505
2024 Q2	$1.05M	Buy	13,464 +308	+2%	+$23.3K	﹤0.01%	1811
2024 Q1	$1M	Buy	13,156 +448	+4%	+$32.7K	﹤0.01%	1830
2023 Q4	$893K	Buy	12,708 +1,652	+15%	+$109K	﹤0.01%	1877
2023 Q3	$702K	Buy	11,056 +1,693	+18%	+$112K	﹤0.01%	1929
2023 Q2	$624K	Buy	9,363 +3,907	+72%	+$248K	﹤0.01%	2031
2023 Q1	$340K	Buy	5,456 +692	+15%	+$42.5K	﹤0.01%	2230
2022 Q4	$288K	Buy	+4,764	New	+$284K	﹤0.01%	2270

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Prudential Financial's DGRW Position: Q4 2024 in Review

Prudential Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 23,605 shares — an estimated $1.96M sold.

Prudential Financial first reported a position in DGRW in Q4 2022 and held it in 8 quarters. The position peaked at $1.96M in Q3 2024. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Prudential Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 23,605 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $1.96M.
Prudential Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 8 quarters.
Prudential Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.96M 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 Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.