Security National Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Security National Trust’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	–	Sell	-381	Closed	-$22K	–	407
2021 Q1	$22K	Hold	381	–	–	0.01%	318
2020 Q4	$21K	Hold	381	–	–	0.01%	317
2020 Q3	$19K	Hold	381	–	–	0.01%	312
2020 Q2	$17K	Buy	+381	New	+$16.5K	0.01%	318

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Security National Trust's DGRW Position: Q2 2021 in Review

Security National Trust sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2021, closing a stake of 381 shares — an estimated $22K sold.

Security National Trust first reported a position in DGRW in Q2 2020 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

Security National Trust reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
Security National Trust sold 381 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $22K.
Security National Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 4 quarters.
Security National Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $22K in Q1 2021.
325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on Security National Trust's 13F filing for Q2 2021, filed 9 Aug 2021.