SG Americas Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SG Americas Securities’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	-10,122	Closed	-$415K	–	3207
2018 Q2	$415K	Buy	+10,122	New	+$415K	﹤0.01%	2139
2017 Q1	–	Sell	-3,362	Closed	-$112K	–	3317
2016 Q4	$112K	Sell	3,362 -33,987	-91%	-$1.11M	﹤0.01%	2791
2016 Q3	$1.21M	Buy	+37,349	New	+$1.21M	0.01%	1037
2016 Q2	–	Sell	-51,451	Closed	-$1.61M	–	2677
2016 Q1	$1.61M	Buy	+51,451	New	+$1.51M	0.01%	1001
2015 Q3	–	Sell	-36,386	Closed	-$1.13M	–	2222
2015 Q2	$1.13M	Buy	+36,386	New	+$1.15M	0.01%	1020

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

SG Americas Securities's DGRW Position: Q3 2018 in Review

SG Americas Securities sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2018, closing a stake of 10,122 shares — an estimated $415K sold.

SG Americas Securities first reported a position in DGRW in Q2 2015 and held it in 5 quarters. The position peaked at $1.61M in Q1 2016. 164 funds tracked by Wall St. Rank hold DGRW as of Q3 2018.

SG Americas Securities reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
SG Americas Securities sold 10,122 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2018, an estimated $415K.
SG Americas Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2015 and held it in 5 quarters.
SG Americas Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.61M in Q1 2016.
164 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2018.

Based on SG Americas Securities's 13F filing for Q3 2018, filed 6 Nov 2018.