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Salomon & Ludwin’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Salomon & Ludwin’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
2019
Q1 		– Sell
-900
Closed -$34K – 246
2018
Q4 		$34K Buy
+900
New +$37.2K 0.01% 99

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Salomon & Ludwin's DGRW Position: Q1 2019 in Review

Salomon & Ludwin sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2019, closing a stake of 900 shares — an estimated $34K sold.

Salomon & Ludwin first reported a position in DGRW in Q4 2018 and held it in 1 quarter. The position peaked at $34K in Q4 2018. 203 funds tracked by Wall St. Rank hold DGRW as of Q1 2019.

  • Salomon & Ludwin reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Salomon & Ludwin sold 900 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2019, an estimated $34K.
  • Salomon & Ludwin first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 1 quarter.
  • Salomon & Ludwin's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $34K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2019.

Based on Salomon & Ludwin's 13F filing for Q1 2019, filed 14 May 2019.