Tarbox Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Tarbox Family Office’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
2020 Q2	–	Sell	-2,768	Closed	-$108K	–	1184
2020 Q1	$108K	Hold	2,768	–	–	0.04%	129
2019 Q4	$134K	Hold	2,768	–	–	0.04%	126
2019 Q3	$125K	Hold	2,768	–	–	0.04%	112
2019 Q2	$121K	Hold	2,768	–	–	0.04%	116
2019 Q1	$119K	Hold	2,768	–	–	0.04%	111
2018 Q4	$106K	Hold	2,768	–	–	0.04%	110
2018 Q3	$123K	Hold	2,768	–	–	0.04%	112
2018 Q2	$114K	Sell	2,768 -112	-4%	-$4.6K	0.04%	114
2018 Q1	$116K	Hold	2,880	–	–	0.04%	116
2017 Q4	$119K	Buy	+2,880	New	+$115K	0.05%	114

Other funds holding DGRW

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

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

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

RJFSA

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tarbox Family Office's DGRW Position: Q2 2020 in Review

Tarbox Family Office sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 2,768 shares — an estimated $108K sold.

Tarbox Family Office first reported a position in DGRW in Q4 2017 and held it in 10 quarters. The position peaked at $134K in Q4 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

Tarbox Family Office reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Tarbox Family Office sold 2,768 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $108K.
Tarbox Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 10 quarters.
Tarbox Family Office's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $134K in Q4 2019.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.