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TFO Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TFO Wealth 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
2022
Q3 		– Sell
-1,901
Closed -$109K – 225
2022
Q2 		$109K Buy
+1,901
New +$115K 0.02% 57

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HC
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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TFO Wealth Partners's DGRW Position: Q3 2022 in Review

TFO Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 1,901 shares — an estimated $109K sold.

TFO Wealth Partners first reported a position in DGRW in Q2 2022 and held it in 1 quarter. The position peaked at $109K in Q2 2022. 394 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • TFO Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 1,901 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $109K.
  • TFO Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $109K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.