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

Reby 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
2020
Q4 		$147K Buy
+2,727
New +$141K 0.04% 109

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reby Advisors's DGRW Position: Q4 2020 in Review

Reby Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2020: 2,727 shares worth $147K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings.

302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

  • Reby Advisors held 2,727 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $147K as of Q4 2020.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Reby Advisors position in Q4 2020.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Reby Advisors's portfolio in Q4 2020, its #109 holding.
  • 302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.