Schneider Downs Wealth Management Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Schneider Downs Wealth Management 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
2018 Q1	–	Sell	-11,254	Closed	-$466K	–	55
2017 Q4	$466K	Buy	11,254 +182	+2%	+$7.26K	0.27%	21
2017 Q3	$423K	Buy	11,072 +1,297	+13%	+$48.4K	0.27%	23
2017 Q2	$360K	Buy	9,775 +2,006	+26%	+$72.6K	0.24%	30
2017 Q1	$276K	Buy	+7,769	New	+$270K	0.19%	36

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

CFA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $906M AUM 19% 1-Year Est. Return

BFM

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

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

Schneider Downs Wealth Management Advisors's DGRW Position: Q1 2018 in Review

Schneider Downs Wealth Management Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2018, closing a stake of 11,254 shares — an estimated $466K sold.

Schneider Downs Wealth Management Advisors first reported a position in DGRW in Q1 2017 and held it in 4 quarters. The position peaked at $466K in Q4 2017. 137 funds tracked by Wall St. Rank hold DGRW as of Q1 2018.

Schneider Downs Wealth Management Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 11,254 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2018, an estimated $466K.
Schneider Downs Wealth Management Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and held it in 4 quarters.
Schneider Downs Wealth Management Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $466K in Q4 2017.
137 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2018.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.