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

Ropes Wealth 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
2021 Q1	–	Sell	-800	Closed	-$43K	–	382
2020 Q4	$43K	Hold	800	–	–	0.01%	400
2020 Q3	$40K	Hold	800	–	–	0.01%	357
2020 Q2	$36K	Hold	800	–	–	0.01%	338
2020 Q1	$31K	Hold	800	–	–	0.01%	325
2019 Q4	$39K	Hold	800	–	–	0.01%	352
2019 Q3	$36K	Hold	800	–	–	0.01%	362
2019 Q2	$35K	Buy	+800	New	+$34.6K	0.01%	371

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Ropes Wealth Advisors's DGRW Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 800 shares — an estimated $43K sold.

Ropes Wealth Advisors first reported a position in DGRW in Q2 2019 and held it in 7 quarters. The position peaked at $43K in Q4 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

Ropes Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 800 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $43K.
Ropes Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 7 quarters.
Ropes Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $43K in Q4 2020.
314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.