Renasant Bank’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Renasant Bank’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 Q2	–	Sell	-2,693	Closed	-$205K	–	171
2024 Q1	$205K	Buy	+2,693	New	+$196K	0.15%	178
2022 Q3	–	Sell	-7,206	Closed	-$413K	–	179
2022 Q2	$413K	Buy	7,206 +42	+0.6%	+$2.55K	0.34%	97
2022 Q1	$456K	Buy	7,164 +131	+2%	+$8.27K	0.31%	102
2021 Q4	$463K	Buy	7,033 +39	+0.6%	+$2.45K	0.32%	102
2021 Q3	$412K	Sell	6,994 -3,846	-35%	-$235K	0.33%	98
2021 Q2	$647K	Buy	10,840 +80	+0.7%	+$4.73K	0.49%	67
2021 Q1	$615K	Buy	10,760 +161	+2%	+$8.83K	0.49%	61
2020 Q4	$572K	Buy	+10,599	New	+$549K	0.47%	61

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Renasant Bank's DGRW Position: Q2 2024 in Review

Renasant Bank sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 2,693 shares — an estimated $205K sold.

Renasant Bank first reported a position in DGRW in Q4 2020 and held it in 8 quarters. The position peaked at $647K in Q2 2021. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Renasant Bank reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Renasant Bank sold 2,693 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $205K.
Renasant Bank first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 8 quarters.
Renasant Bank's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $647K in Q2 2021.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Renasant Bank's 13F filing for Q2 2024, filed 9 Aug 2024.