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

Solano 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
2024 Q2	$817K	Sell	10,468 -244	-2%	-$18.4K	0.45%	20
2024 Q1	$816K	Sell	10,712 -15,294	-59%	-$1.12M	0.46%	19
2023 Q4	$1.83M	Buy	26,006 +1,058	+4%	+$69.9K	1.1%	15
2023 Q3	$1.58M	Sell	24,948 -104	-0.4%	-$6.91K	1.1%	15
2023 Q2	$1.67M	Sell	25,052 -670	-3%	-$42.6K	1.14%	13
2023 Q1	$1.6M	Buy	+25,722	New	+$1.58M	1.17%	13

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Solano Wealth Management's DGRW Position: Q2 2024 in Review

Solano Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.3% in Q2 2024, selling an estimated $18.4K and leaving 10,468 shares worth $817K. The position accounts for 0.45% of the portfolio, ranked #20.

Solano Wealth Management first reported a position in DGRW in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2023. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Solano Wealth Management held 10,468 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $817K as of Q2 2024.
Solano Wealth Management sold 244 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $18.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.45% of Solano Wealth Management's portfolio in Q2 2024, its #20 holding.
Solano Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 6 quarters since.
Solano Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.83M in Q4 2023.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.