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

Resurgent Financial 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 Q1	–	Sell	-404	Closed	-$28.4K	–	262
2023 Q4	$28.4K	Buy	404 +3	+0.7%	+$198	0.02%	432
2023 Q3	$25.5K	Buy	+401	New	+$26.6K	0.02%	445
2023 Q1	–	Sell	-650	Closed	-$39.2K	–	522
2022 Q4	$39.2K	Buy	+650	New	+$38.8K	0.02%	476
2022 Q1	–	Sell	-3,200	Closed	-$211K	–	196
2021 Q4	$211K	Buy	+3,200	New	+$201K	0.17%	118

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

Resurgent Financial Advisors's DGRW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 404 shares — an estimated $28.4K sold.

Resurgent Financial Advisors first reported a position in DGRW in Q4 2021 and held it in 4 quarters. The position peaked at $211K in Q4 2021. 598 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Resurgent Financial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 404 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $28.4K.
Resurgent Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 4 quarters.
Resurgent Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $211K in Q4 2021.
598 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.