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

StrategIQ Financial 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
2023 Q4	$265K	Sell	3,770 -57	-1%	-$3.76K	0.03%	272
2023 Q3	$243K	Buy	3,827 +1	+0%	+$66	0.03%	272
2023 Q2	$255K	Buy	3,826 +29	+0.8%	+$1.84K	0.03%	272
2023 Q1	$237K	Sell	3,797 -46	-1%	-$2.83K	0.03%	265
2022 Q4	$232K	Sell	3,843 -300	-7%	-$17.9K	0.03%	259
2022 Q3	$223K	Buy	4,143 +4	+0.1%	+$237	0.03%	254
2022 Q2	$237K	Buy	4,139 +3	+0.1%	+$182	0.03%	257
2022 Q1	$263K	Buy	4,136 +111	+3%	+$7K	0.03%	265
2021 Q4	$265K	Buy	4,025 +175	+5%	+$11K	0.03%	257
2021 Q3	$227K	Buy	+3,850	New	+$236K	0.05%	205

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

StrategIQ Financial Group's DGRW Position: Q4 2023 in Review

StrategIQ Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q4 2023, selling an estimated $3.76K and leaving 3,770 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #272.

StrategIQ Financial Group first reported a position in DGRW in Q3 2021 and has held it in 10 quarters since. The position peaked at $265K in Q4 2021. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

StrategIQ Financial Group held 3,770 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $265K as of Q4 2023.
StrategIQ Financial Group sold 57 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $3.76K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #272 holding.
StrategIQ Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 10 quarters since.
StrategIQ Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $265K in Q4 2021.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.