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Signature Estate & Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Signature Estate & Investment 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
2018
Q4 		– Sell
-2,521
Closed -$112K – 178
2018
Q3 		$112K Sell
2,521
-253
-9% -$10.9K 0.01% 143
2018
Q2 		$114K Sell
2,774
-45,267
-94% -$1.86M 0.01% 150
2018
Q1 		$1.94M Sell
48,041
-8,835
-16% -$371K 0.2% 63
2017
Q4 		$2.36M Buy
56,876
+33
+0.1% +$1.32K 0.24% 59
2017
Q3 		$2.17M Buy
56,843
+2,017
+4% +$75.2K 0.24% 57
2017
Q2 		$2.02M Sell
54,826
-2,815
-5% -$102K 0.24% 53
2017
Q1 		$2.04M Buy
57,641
+7,547
+15% +$262K 0.26% 53
2016
Q4 		$1.67M Buy
50,094
+7,654
+18% +$249K 0.23% 55
2016
Q3 		$1.37M Buy
42,440
+7,294
+21% +$237K 0.2% 57
2016
Q2 		$1.11M Buy
35,146
+9,594
+38% +$300K 0.18% 59
2016
Q1 		$799K Buy
25,552
+4,100
+19% +$121K 0.13% 76
2015
Q4 		$651K Buy
21,452
+10,645
+99% +$326K 0.11% 82
2015
Q3 		$309K Buy
10,807
+7,311
+209% +$221K 0.06% 83
2015
Q2 		$108K Buy
+3,496
New +$111K 0.02% 88

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Signature Estate & Investment Advisors's DGRW Position: Q4 2018 in Review

Signature Estate & Investment Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2018, closing a stake of 2,521 shares — an estimated $112K sold.

Signature Estate & Investment Advisors first reported a position in DGRW in Q2 2015 and held it in 14 quarters. The position peaked at $2.36M in Q4 2017. 185 funds tracked by Wall St. Rank hold DGRW as of Q4 2018.

  • Signature Estate & Investment Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,521 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2018, an estimated $112K.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2015 and held it in 14 quarters.
  • Signature Estate & Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.36M in Q4 2017.
  • 185 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.