Retirement Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Retirement Group’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	$37.7K	Buy	495 +26	+6%	+$1.9K	0.01%	269
2023 Q4	$32.9K	Buy	469 +3	+0.6%	+$198	0.01%	269
2023 Q3	$29.6K	Buy	466 +2	+0.4%	+$133	0.01%	272
2023 Q2	$30.9K	Buy	464 +27	+6%	+$1.72K	0.01%	261
2023 Q1	$27K	Buy	437 +2	+0.5%	+$123	0.01%	262
2022 Q4	$26K	Buy	435 +2	+0.5%	+$119	0.01%	237
2022 Q3	$23K	Buy	433 +23	+6%	+$1.36K	0.02%	167
2022 Q2	$24K	Buy	410 +2	+0.5%	+$121	0.01%	288
2022 Q1	$26K	Buy	408 +2	+0.5%	+$126	0.01%	295
2021 Q4	$27K	Buy	406 +32	+9%	+$2.01K	0.01%	286
2021 Q3	$22K	Buy	374 +2	+0.5%	+$122	0.01%	296
2021 Q2	$22K	Buy	372 +2	+0.5%	+$118	0.01%	313
2021 Q1	$21K	Buy	370 +2	+0.5%	+$110	0.01%	379
2020 Q4	$19K	Sell	368 -19,062	-98%	-$987K	0.01%	362
2020 Q3	$963K	Buy	19,430 +2,035	+12%	+$98.8K	0.54%	44
2020 Q2	$791K	Buy	+17,395	New	+$753K	0.49%	43
2019 Q4	$656K	Buy	+13,541	New	+$632K	0.43%	48

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

Retirement Group's DGRW Position: Q1 2024 in Review

Retirement Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.5% in Q1 2024, buying an estimated $1.9K and bringing the position to 495 shares worth $37.7K. The position accounts for 0.01% of the portfolio, ranked #269.

Retirement Group first reported a position in DGRW in Q4 2019 and has held it in 17 quarters since. The position peaked at $963K in Q3 2020. 598 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Retirement Group held 495 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $37.7K as of Q1 2024.
Retirement Group bought 26 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $1.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Retirement Group's portfolio in Q1 2024, its #269 holding.
Retirement Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 17 quarters since.
Retirement Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $963K in Q3 2020.
598 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.