Simplex Trading
DGRW icon

Simplex Trading’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Simplex Trading’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
2023
Q4 		– Sell
-100
Closed -$6K – 8974
2023
Q3 		$6K Buy
+100
New +$6.64K ﹤0.01% 7517
2021
Q1 		– Sell
-152
Closed -$8K – 9030
2020
Q4 		$8K Buy
+152
New +$7.87K ﹤0.01% 7513

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Simplex Trading's DGRW Position: Q4 2023 in Review

Simplex Trading sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 100 shares — an estimated $6K sold.

Simplex Trading first reported a position in DGRW in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

  • Simplex Trading reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $6K.
  • Simplex Trading first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 2 quarters.
  • Simplex Trading's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8K in Q4 2020.
  • 570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.