Stokes Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stokes Family Office’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
2023 Q4	–	Sell	-10,877	Closed	-$691K	–	247
2023 Q3	$691K	Buy	10,877 +3,436	+46%	+$228K	0.08%	159
2023 Q2	$496K	Sell	7,441 -541	-7%	-$34.4K	0.06%	174
2023 Q1	$498K	Buy	7,982 +2,031	+34%	+$125K	0.06%	169
2022 Q4	$359K	Buy	5,951 +157	+3%	+$9.37K	0.05%	196
2022 Q3	$312K	Sell	5,794 -17,191	-75%	-$1.02M	0.04%	203
2022 Q2	$1.32M	Buy	+22,985	New	+$1.39M	0.18%	90

Other funds holding DGRW

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stokes Family Office's DGRW Position: Q4 2023 in Review

Stokes Family Office sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 10,877 shares — an estimated $691K sold.

Stokes Family Office first reported a position in DGRW in Q2 2022 and held it in 6 quarters. The position peaked at $1.32M in Q2 2022. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

Stokes Family Office reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 10,877 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $691K.
Stokes Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 6 quarters.
Stokes Family Office's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.32M in Q2 2022.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.