SA
DGRW icon

SpiderRock Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SpiderRock 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
2024
Q3 		$605K Buy
7,265
+11
+0.2% +$881 0.01% 584
2024
Q2 		$566K Buy
7,254
+4,079
+128% +$308K 0.01% 533
2024
Q1 		$237K Buy
+3,175
New +$232K 0.01% 664

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SpiderRock Advisors's DGRW Position: Q3 2024 in Review

SpiderRock Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.15% in Q3 2024, buying an estimated $881 and bringing the position to 7,265 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #584.

SpiderRock Advisors first reported a position in DGRW in Q1 2024 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • SpiderRock Advisors held 7,265 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $605K as of Q3 2024.
  • SpiderRock Advisors bought 11 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $881.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #584 holding.
  • SpiderRock Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.