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

Strategic Wealth Management’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	-102,466	Closed	-$3.99M	–	57
2020 Q1	$3.99M	Sell	102,466 -14,885	-13%	-$676K	5.28%	5
2019 Q4	$5.69M	Buy	117,351 +54,152	+86%	+$2.53M	5.4%	5
2019 Q3	$2.85M	Sell	63,199 -1,994	-3%	-$88.2K	2.7%	16
2019 Q2	$2.85M	Buy	+65,193	New	+$2.82M	2.21%	20

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

Strategic Wealth Management's DGRW Position: Q2 2020 in Review

Strategic Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 102,466 shares — an estimated $3.99M sold.

Strategic Wealth Management first reported a position in DGRW in Q2 2019 and held it in 4 quarters. The position peaked at $5.69M in Q4 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

Strategic Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Strategic Wealth Management sold 102,466 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $3.99M.
Strategic Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 4 quarters.
Strategic Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.69M in Q4 2019.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Strategic Wealth Management's 13F filing for Q2 2020, filed 26 Aug 2020.