SEI Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SEI Investments’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 Q3	–	Sell	-326	Closed	-$13K	–	2679
2018 Q2	$13K	Hold	326	–	–	﹤0.01%	2920
2018 Q1	$13K	Sell	326 -327	-50%	-$13.7K	﹤0.01%	2784
2017 Q4	$27K	Buy	653 +554	+560%	+$22.1K	﹤0.01%	2522
2017 Q3	$4K	Sell	99 -751	-88%	-$28K	﹤0.01%	2869
2017 Q2	$31K	Buy	850 +801	+1,635%	+$29K	﹤0.01%	2348
2017 Q1	$2K	Buy	+49	New	+$1.7K	﹤0.01%	2698
2016 Q3	–	Sell	-794	Closed	-$25K	–	2864
2016 Q2	$25K	Buy	+794	New	+$24.8K	﹤0.01%	2105

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

BFM

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

CFA

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

SEI Investments's DGRW Position: Q3 2018 in Review

SEI Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2018, closing a stake of 326 shares — an estimated $13K sold.

SEI Investments first reported a position in DGRW in Q2 2016 and held it in 7 quarters. The position peaked at $31K in Q2 2017. 164 funds tracked by Wall St. Rank hold DGRW as of Q3 2018.

SEI Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 326 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2018, an estimated $13K.
SEI Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2016 and held it in 7 quarters.
SEI Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $31K in Q2 2017.
164 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.