Realta Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Realta Investment Advisors’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	–	Sell	-1,115	Closed	-$87K	–	424
2024 Q2	$87K	Buy	1,115 +230	+26%	+$17.4K	0.02%	480
2024 Q1	$67.4K	Buy	+885	New	+$64.6K	0.01%	521
2023 Q4	–	Sell	-31	Closed	-$2.07K	–	491
2023 Q3	$2.07K	Hold	31	–	–	﹤0.01%	761
2023 Q2	$2.07K	Buy	+31	New	+$1.97K	﹤0.01%	810
2023 Q1	–	Sell	-31	Closed	-$1.87K	–	488
2022 Q4	$1.87K	Hold	31	–	–	﹤0.01%	821
2022 Q3	$2K	Buy	+31	New	+$1.83K	﹤0.01%	786

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

Realta Investment Advisors's DGRW Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 1,115 shares — an estimated $87K sold.

Realta Investment Advisors first reported a position in DGRW in Q3 2022 and held it in 6 quarters. The position peaked at $87K in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,115 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $87K.
Realta Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $87K in Q2 2024.
645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.