Quantitative Advantage’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Quantitative Advantage’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 Q2	–	Sell	-256,451	Closed	-$11M	–	56
2019 Q1	$11M	Buy	256,451 +370	+0.1%	+$15.3K	3.2%	6
2018 Q4	$9.82M	Buy	+256,081	New	+$10.6M	3.11%	6

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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

TLIC

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

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

Quantitative Advantage's DGRW Position: Q2 2019 in Review

Quantitative Advantage sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2019, closing a stake of 256,451 shares — an estimated $11M sold.

Quantitative Advantage first reported a position in DGRW in Q4 2018 and held it in 2 quarters. The position peaked at $11M in Q1 2019. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

Quantitative Advantage reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
Quantitative Advantage sold 256,451 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $11M.
Quantitative Advantage first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 2 quarters.
Quantitative Advantage's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11M in Q1 2019.
214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on Quantitative Advantage's 13F filing for Q2 2019, filed 2 Aug 2019.