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Segall Bryant & Hamill’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Segall Bryant & Hamill’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
Q3 		– Sell
-5,447
Closed -$325K – 788
2021
Q2 		$325K Hold
5,447
– – ﹤0.01% 677
2021
Q1 		$312K Hold
5,447
– – ﹤0.01% 719
2020
Q4 		$294K Buy
+5,447
New +$282K ﹤0.01% 655

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Segall Bryant & Hamill's DGRW Position: Q3 2021 in Review

Segall Bryant & Hamill sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2021, closing a stake of 5,447 shares — an estimated $325K sold.

Segall Bryant & Hamill first reported a position in DGRW in Q4 2020 and held it in 3 quarters. The position peaked at $325K in Q2 2021. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

  • Segall Bryant & Hamill reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
  • Segall Bryant & Hamill sold 5,447 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $325K.
  • Segall Bryant & Hamill first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 3 quarters.
  • Segall Bryant & Hamill's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $325K in Q2 2021.
  • 322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on Segall Bryant & Hamill's 13F filing for Q3 2021, filed 3 Nov 2021.