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

Stonebridge Financial Planning 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
2020 Q2	–	Sell	-25	Closed	-$1K	–	389
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	399
2019 Q4	$1K	Buy	+25	New	+$1.17K	﹤0.01%	353

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

Stonebridge Financial Planning Group's DGRW Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in DGRW in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

Stonebridge Financial Planning Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Stonebridge Financial Planning Group sold 25 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $1K.
Stonebridge Financial Planning Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 2 quarters.
Stonebridge Financial Planning Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1K in Q1 2020.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.