Sweet Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sweet Financial Partners’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
2024 Q3	$3.2M	Hold	38,438	–	–	0.69%	28
2024 Q2	$3M	Hold	38,438	–	–	0.69%	28
2024 Q1	$2.93M	Sell	38,438 -870	-2%	-$63.5K	0.68%	28
2023 Q4	$2.76M	Hold	39,308	–	–	0.66%	28
2023 Q3	$2.5M	Hold	39,308	–	–	0.66%	23
2023 Q2	$2.62M	Sell	39,308 -3,375	-8%	-$214K	0.68%	24
2023 Q1	$2.66M	Hold	42,683	–	–	0.74%	21
2022 Q4	$2.58M	Sell	42,683 -486	-1%	-$29K	0.76%	20
2022 Q3	$2.33M	Sell	43,169 -845	-2%	-$50K	0.74%	19
2022 Q2	$2.52M	Buy	44,014 +10	+0%	+$606	0.79%	19
2022 Q1	$2.8M	Sell	44,004 -493	-1%	-$31.1K	0.75%	21
2021 Q4	$2.93M	Buy	+44,497	New	+$2.79M	1.22%	9

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sweet Financial Partners's DGRW Position: Q3 2024 in Review

Sweet Financial Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2024 at 38,438 shares worth $3.2M. The position accounts for 0.69% of the portfolio, ranked #28.

Sweet Financial Partners first reported a position in DGRW in Q4 2021 and has held it in 12 quarters since. 646 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

Sweet Financial Partners held 38,438 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.2M as of Q3 2024.
Sweet Financial Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2024.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.69% of Sweet Financial Partners's portfolio in Q3 2024, its #28 holding.
Sweet Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 12 quarters since.
646 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.