SFSIG
DGRW icon

San Francisco Sentry Investment Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

San Francisco Sentry Investment 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
2021
Q2 		$319K Buy
5,342
+309
+6% +$18.3K 0.17% 147
2021
Q1 		$288K Buy
5,033
+607
+14% +$33.3K 0.12% 180
2020
Q4 		$239K Buy
4,426
+10
+0.2% +$518 0.11% 180
2020
Q3 		$219K Buy
4,416
+107
+2% +$5.19K 0.11% 178
2020
Q2 		$196K Sell
4,309
-161
-4% -$6.97K 0.1% 178
2020
Q1 		$174K Buy
4,470
+7
+0.2% +$318 0.11% 165
2019
Q4 		$216K Buy
4,463
+337
+8% +$15.7K 0.1% 199
2019
Q3 		$186K Sell
4,126
-340
-8% -$15K 0.09% 207
2019
Q2 		$195K Sell
4,466
-32
-0.7% -$1.39K 0.09% 203
2019
Q1 		$194K Buy
4,498
+4
+0.1% +$165 0.08% 214
2018
Q4 		$172K Sell
4,494
-38
-0.8% -$1.57K 0.08% 212
2018
Q3 		$201K Buy
4,532
+3,842
+557% +$166K 0.08% 214
2018
Q2 		$28K Hold
690
– – 0.01% 447
2018
Q1 		$28K Hold
690
– – 0.01% 526
2017
Q4 		$29K Buy
+690
New +$27.5K 0.01% 508

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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

San Francisco Sentry Investment Group's DGRW Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.1% in Q2 2021, buying an estimated $18.3K and bringing the position to 5,342 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #147.

San Francisco Sentry Investment Group first reported a position in DGRW in Q4 2017 and has held it in 15 quarters since. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

  • San Francisco Sentry Investment Group held 5,342 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $319K as of Q2 2021.
  • San Francisco Sentry Investment Group bought 309 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $18.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #147 holding.
  • San Francisco Sentry Investment Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 15 quarters since.
  • 325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.