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

Strategic Wealth Partners 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
2018 Q3	–	Sell	-2,337	Closed	-$95.8K	–	32
2018 Q2	$95.8K	Hold	2,337	–	–	1.89%	7
2018 Q1	$94.4K	Buy	+2,337	New	+$98.2K	7.38%	5

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Strategic Wealth Partners Group's DGRW Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2018, closing a stake of 2,337 shares — an estimated $95.8K sold.

Strategic Wealth Partners Group first reported a position in DGRW in Q1 2018 and held it in 2 quarters. The position peaked at $95.8K in Q2 2018. 164 funds tracked by Wall St. Rank hold DGRW as of Q3 2018.

Strategic Wealth Partners Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
Strategic Wealth Partners Group sold 2,337 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2018, an estimated $95.8K.
Strategic Wealth Partners Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and held it in 2 quarters.
Strategic Wealth Partners Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $95.8K in Q2 2018.
164 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.