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

SteelPeak Wealth’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
Q1 		– Sell
-8,158
Closed -$573K – 492
2023
Q4 		$573K Buy
+8,158
New +$539K 0.03% 268

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

SteelPeak Wealth's DGRW Position: Q1 2024 in Review

SteelPeak Wealth sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 8,158 shares — an estimated $573K sold.

SteelPeak Wealth first reported a position in DGRW in Q4 2023 and held it in 1 quarter. The position peaked at $573K in Q4 2023. 598 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

  • SteelPeak Wealth reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 8,158 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $573K.
  • SteelPeak Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
  • SteelPeak Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $573K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.