Seaview Investment Managers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Seaview Investment Managers’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
2023 Q4	–	Sell	-51,867	Closed	-$3.29M	–	96
2023 Q3	$3.29M	Sell	51,867 -27,560	-35%	-$1.83M	1.1%	30
2023 Q2	$5.29M	Buy	79,427 +29,801	+60%	+$1.89M	1.72%	27
2023 Q1	$3.09M	Buy	49,626 +851	+2%	+$52.3K	1.06%	35
2022 Q4	$2.94M	Buy	+48,775	New	+$2.91M	1.18%	35

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Seaview Investment Managers's DGRW Position: Q4 2023 in Review

Seaview Investment Managers sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 51,867 shares — an estimated $3.29M sold.

Seaview Investment Managers first reported a position in DGRW in Q4 2022 and held it in 4 quarters. The position peaked at $5.29M in Q2 2023. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

Seaview Investment Managers reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Seaview Investment Managers sold 51,867 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $3.29M.
Seaview Investment Managers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 4 quarters.
Seaview Investment Managers's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.29M in Q2 2023.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Seaview Investment Managers's 13F filing for Q4 2023, filed 6 Feb 2024.