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S.A. Mason’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

S.A. Mason’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
2020
Q3 		– Sell
-860
Closed -$39K – 281
2020
Q2 		$39K Hold
860
– – 0.04% 222
2020
Q1 		$33K Hold
860
– – 0.04% 229
2019
Q4 		$42K Buy
+860
New +$40.1K 0.04% 241

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

S.A. Mason's DGRW Position: Q3 2020 in Review

S.A. Mason sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 860 shares — an estimated $39K sold.

S.A. Mason first reported a position in DGRW in Q4 2019 and held it in 3 quarters. The position peaked at $42K in Q4 2019. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

  • S.A. Mason reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • S.A. Mason sold 860 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $39K.
  • S.A. Mason first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 3 quarters.
  • S.A. Mason's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $42K in Q4 2019.
  • 268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on S.A. Mason's 13F filing for Q3 2020, filed 21 Oct 2020.