TAP Consulting’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TAP Consulting’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 Q4	$216K	Buy	+2,667	New	+$223K	0.04%	147

Other funds holding DGRW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

TAP Consulting's DGRW Position: Q4 2024 in Review

TAP Consulting opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024: 2,667 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

712 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

TAP Consulting held 2,667 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $216K as of Q4 2024.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new TAP Consulting position in Q4 2024.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of TAP Consulting's portfolio in Q4 2024, its #147 holding.
712 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.