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TIAA FSB’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TIAA FSB’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 		$204K Sell
3,062
-195
-6% -$12.4K ﹤0.01% 543
2023
Q1 		$203K Buy
+3,257
New +$200K ﹤0.01% 539

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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

TIAA FSB's DGRW Position: Q2 2023 in Review

TIAA FSB reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6% in Q2 2023, selling an estimated $12.4K and leaving 3,062 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

TIAA FSB first reported a position in DGRW in Q1 2023 and has held it in 2 quarters since. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

  • TIAA FSB held 3,062 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $204K as of Q2 2023.
  • TIAA FSB sold 195 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2023, an estimated $12.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #543 holding.
  • TIAA FSB first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 2 quarters since.
  • 502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.