Ten Capital Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-897	Closed	-$55.9K	–	263
2023 Q1	$55.9K	Hold	897	–	–	0.02%	211
2022 Q4	$54.1K	Hold	897	–	–	0.02%	174
2022 Q3	$48K	Buy	897 +869	+3,104%	+$51.4K	0.02%	157
2022 Q2	$2K	Buy	+28	New	+$1.7K	﹤0.01%	390

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ten Capital Wealth Advisors's DGRW Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2023, closing a stake of 897 shares — an estimated $55.9K sold.

Ten Capital Wealth Advisors first reported a position in DGRW in Q2 2022 and held it in 4 quarters. The position peaked at $55.9K in Q1 2023. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 897 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2023, an estimated $55.9K.
Ten Capital Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $55.9K in Q1 2023.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.