Raymond James Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Raymond James Trust’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 Q3	$1.03M	Buy	12,408 +4,069	+49%	+$326K	0.02%	493
2024 Q2	$651K	Buy	8,339 +873	+12%	+$66K	0.02%	610
2024 Q1	$569K	Buy	7,466 +2,515	+51%	+$183K	0.01%	663
2023 Q4	$348K	Buy	4,951 +1,703	+52%	+$112K	0.01%	851
2023 Q3	$206K	Buy	+3,248	New	+$216K	0.01%	1073

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Trust's DGRW Position: Q3 2024 in Review

Raymond James Trust increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 49% in Q3 2024, buying an estimated $326K and bringing the position to 12,408 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #493.

Raymond James Trust first reported a position in DGRW in Q3 2023 and has held it in 5 quarters since. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

Raymond James Trust held 12,408 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.03M as of Q3 2024.
Raymond James Trust bought 4,069 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $326K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #493 holding.
Raymond James Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 5 quarters since.
645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.