TCG Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TCG Advisors’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 Q3	–	Sell	-6,218	Closed	-$283K	–	35
2020 Q2	$283K	Buy	+6,218	New	+$269K	0.16%	107
2020 Q1	–	Sell	-8,706	Closed	-$422K	–	109
2019 Q4	$422K	Buy	8,706 +677	+8%	+$31.6K	0.25%	94
2019 Q3	$362K	Buy	8,029 +5,380	+203%	+$238K	0.26%	95
2019 Q2	$117K	Buy	+2,649	New	+$115K	0.11%	108

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCG Advisors's DGRW Position: Q3 2020 in Review

TCG Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2020, closing a stake of 6,218 shares — an estimated $283K sold.

TCG Advisors first reported a position in DGRW in Q2 2019 and held it in 4 quarters. The position peaked at $422K in Q4 2019. 268 funds tracked by Wall St. Rank hold DGRW as of Q3 2020.

TCG Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
TCG Advisors sold 6,218 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2020, an estimated $283K.
TCG Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 4 quarters.
TCG Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $422K in Q4 2019.
268 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.