Tennessee Valley Asset Management Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Tennessee Valley Asset Management 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 Q1	–	Sell	-1,117	Closed	-$78.5K	–	273
2023 Q4	$78.5K	Buy	+1,117	New	+$73.8K	0.01%	191

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

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RJFSA

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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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tennessee Valley Asset Management Partners's DGRW Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, closing a stake of 1,117 shares — an estimated $78.5K sold.

Tennessee Valley Asset Management Partners first reported a position in DGRW in Q4 2023 and held it in 1 quarter. The position peaked at $78.5K in Q4 2023. 599 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 1,117 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2024, an estimated $78.5K.
Tennessee Valley Asset Management Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $78.5K in Q4 2023.
599 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.