Sequoia Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sequoia Wealth Management’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
2019 Q4	$826K	Sell	17,050 -23,106	-58%	-$1.08M	6.4%	7
2019 Q3	$1.82M	Buy	40,156 +16,023	+66%	+$709K	3.72%	6
2019 Q2	$1.07M	Sell	24,133 -11,819	-33%	-$512K	1.01%	19
2019 Q1	$1.55M	Buy	35,952 +137	+0.4%	+$5.65K	1.26%	20
2018 Q4	$1.37M	Buy	35,815 +3,615	+11%	+$149K	1.36%	17
2018 Q3	$1.43M	Buy	32,200 +2,423	+8%	+$105K	1.23%	26
2018 Q2	$1.23M	Buy	29,777 +1,840	+7%	+$75.5K	1.3%	21
2018 Q1	$1.13M	Sell	27,937 -9,711	-26%	-$408K	1.09%	20
2017 Q4	$1.6M	Buy	+37,648	New	+$1.5M	1.44%	20

Other funds holding DGRW

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

BFG

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

TLIC

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

Sequoia Wealth Management's DGRW Position: Q4 2019 in Review

Sequoia Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 58% in Q4 2019, selling an estimated $1.08M and leaving 17,050 shares worth $826K. The position accounts for 6.4% of the portfolio, ranked #7.

Sequoia Wealth Management first reported a position in DGRW in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.82M in Q3 2019. 250 funds tracked by Wall St. Rank hold DGRW as of Q4 2019.

Sequoia Wealth Management held 17,050 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $826K as of Q4 2019.
Sequoia Wealth Management sold 23,106 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2019, an estimated $1.08M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.4% of Sequoia Wealth Management's portfolio in Q4 2019, its #7 holding.
Sequoia Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.82M in Q3 2019.
250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.