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Quadrant Capital Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Quadrant Capital Group’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
2021
Q1 		– Sell
-25
Closed -$1K – 2392
2020
Q4 		$1K Buy
+25
New +$1.29K ﹤0.01% 2088
2020
Q3 		– Sell
-629
Closed -$29K – 2190
2020
Q2 		$29K Buy
+629
New +$27.2K 0.01% 912

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Quadrant Capital Group's DGRW Position: Q1 2021 in Review

Quadrant Capital Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Quadrant Capital Group first reported a position in DGRW in Q2 2020 and held it in 2 quarters. The position peaked at $29K in Q2 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

  • Quadrant Capital Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
  • Quadrant Capital Group sold 25 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $1K.
  • Quadrant Capital Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 2 quarters.
  • Quadrant Capital Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $29K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Quadrant Capital Group's 13F filing for Q1 2021, filed 12 May 2021.