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

Ruggie Capital 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
2018 Q3	–	Sell	-1,220	Closed	-$50K	–	252
2018 Q2	$50K	Sell	1,220 -610	-33%	-$25K	0.03%	182
2018 Q1	$74K	Hold	1,830	–	–	0.04%	122
2017 Q4	$76K	Hold	1,830	–	–	0.05%	116
2017 Q3	$70K	Hold	1,830	–	–	0.04%	108
2017 Q2	$67K	Hold	1,830	–	–	0.05%	116
2017 Q1	$65K	Buy	+1,830	New	+$63.6K	0.05%	102
2016 Q4	–	Sell	-1,830	Closed	-$59K	–	152
2016 Q3	$59K	Buy	+1,830	New	+$59.4K	0.05%	80

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

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Ruggie Capital Group's DGRW Position: Q3 2018 in Review

Ruggie Capital Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2018, closing a stake of 1,220 shares — an estimated $50K sold.

Ruggie Capital Group first reported a position in DGRW in Q3 2016 and held it in 7 quarters. The position peaked at $76K in Q4 2017. 164 funds tracked by Wall St. Rank hold DGRW as of Q3 2018.

Ruggie Capital Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
Ruggie Capital Group sold 1,220 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2018, an estimated $50K.
Ruggie Capital Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2016 and held it in 7 quarters.
Ruggie Capital Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $76K in Q4 2017.
164 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2018.

Based on Ruggie Capital Group's 13F filing for Q3 2018, filed 7 Nov 2018.