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QCI Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

QCI Asset Management’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
Q2 		– Sell
-461
Closed -$18K – 210
2020
Q1 		$18K Hold
461
– – ﹤0.01% 338
2019
Q4 		$22K Sell
461
-2,369
-84% -$111K ﹤0.01% 350
2019
Q3 		$128K Buy
+2,830
New +$125K 0.01% 171

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QCI Asset Management's DGRW Position: Q2 2020 in Review

QCI Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 461 shares — an estimated $18K sold.

QCI Asset Management first reported a position in DGRW in Q3 2019 and held it in 3 quarters. The position peaked at $128K in Q3 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

  • QCI Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
  • QCI Asset Management sold 461 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $18K.
  • QCI Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and held it in 3 quarters.
  • QCI Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $128K in Q3 2019.
  • 257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on QCI Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.