Squar Milner Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-4,439	Closed	-$172K	–	329
2020 Q1	$172K	Hold	4,439	–	–	0.1%	184
2019 Q4	$215K	Buy	+4,439	New	+$207K	0.11%	192
2019 Q3	–	Sell	-17,866	Closed	-$780K	–	333
2019 Q2	$780K	Sell	17,866 -14,860	-45%	-$643K	0.53%	33
2019 Q1	$1.41M	Buy	32,726 +4,432	+16%	+$183K	1.04%	17
2018 Q4	$1.08M	Buy	28,294 +1,080	+4%	+$44.6K	1.04%	17
2018 Q3	$1.21M	Sell	27,214 -2,053	-7%	-$88.7K	1.09%	18
2018 Q2	$1.2M	Buy	29,267 +445	+2%	+$18.3K	1.06%	14
2018 Q1	$1.16M	Buy	28,822 +1,671	+6%	+$70.2K	1.47%	13
2017 Q4	$1.2M	Buy	+27,151	New	+$1.08M	1.45%	13

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's DGRW Position: Q2 2020 in Review

Squar Milner Financial Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 4,439 shares — an estimated $172K sold.

Squar Milner Financial Services first reported a position in DGRW in Q4 2017 and held it in 9 quarters. The position peaked at $1.41M in Q1 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

Squar Milner Financial Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,439 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $172K.
Squar Milner Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.41M in Q1 2019.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.