Sowa Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sowa Financial Group’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
2021 Q1	–	Sell	-586	Closed	-$32K	–	112
2020 Q4	$32K	Hold	586	–	–	0.02%	149
2020 Q3	$29K	Hold	586	–	–	0.02%	148
2020 Q2	$27K	Hold	586	–	–	0.02%	146
2020 Q1	$23K	Buy	+586	New	+$26.6K	0.02%	146

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Sowa Financial Group's DGRW Position: Q1 2021 in Review

Sowa Financial Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 586 shares — an estimated $32K sold.

Sowa Financial Group first reported a position in DGRW in Q1 2020 and held it in 4 quarters. The position peaked at $32K in Q4 2020. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

Sowa Financial Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 586 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $32K.
Sowa Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 4 quarters.
Sowa Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $32K in Q4 2020.
314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.