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

SVA 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
2019
Q3 		– Sell
-5,254
Closed -$229K – 202
2019
Q2 		$229K Buy
+5,254
New +$227K 0.02% 195

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SVA Wealth Management's DGRW Position: Q3 2019 in Review

SVA Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2019, closing a stake of 5,254 shares — an estimated $229K sold.

SVA Wealth Management first reported a position in DGRW in Q2 2019 and held it in 1 quarter. The position peaked at $229K in Q2 2019. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

  • SVA Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
  • SVA Wealth Management sold 5,254 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2019, an estimated $229K.
  • SVA Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 1 quarter.
  • SVA Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $229K in Q2 2019.
  • 212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

Based on SVA Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.