Semmax Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Semmax Financial 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
2024 Q3	–	Sell	-109	Closed	-$8.56K	–	386
2024 Q2	$8.56K	Buy	109 +1	+0.9%	+$76	﹤0.01%	243
2024 Q1	$8.17K	Sell	108 -34	-24%	-$2.48K	﹤0.01%	221
2023 Q4	$10.2K	Buy	+142	New	+$9.38K	﹤0.01%	212
2022 Q4	$0	Buy	+2	New	+$119	﹤0.01%	287

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Semmax Financial Advisors's DGRW Position: Q3 2024 in Review

Semmax Financial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 109 shares — an estimated $8.56K sold.

Semmax Financial Advisors first reported a position in DGRW in Q4 2022 and held it in 4 quarters. The position peaked at $10.2K in Q4 2023. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

Semmax Financial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Semmax Financial Advisors sold 109 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $8.56K.
Semmax Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 4 quarters.
Semmax Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.2K in Q4 2023.
645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.