TimeScale Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TimeScale Financial’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	$95.9K	Hold	1,439	–	–	0.02%	159
2023 Q1	$89.7K	Buy	+1,439	New	+$88.4K	0.02%	158
2022 Q1	–	Sell	-113	Closed	-$7K	–	531
2021 Q4	$7K	Hold	113	–	–	﹤0.01%	341
2021 Q3	$7K	Hold	113	–	–	﹤0.01%	343
2021 Q2	$7K	Sell	113 -370	-77%	-$21.9K	﹤0.01%	352
2021 Q1	$28K	Buy	+483	New	+$26.5K	0.01%	233

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

TimeScale Financial's DGRW Position: Q2 2023 in Review

TimeScale Financial held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2023 at 1,439 shares worth $95.9K. The position accounts for 0.02% of the portfolio, ranked #159.

TimeScale Financial first reported a position in DGRW in Q1 2021 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

TimeScale Financial held 1,439 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $95.9K as of Q2 2023.
TimeScale Financial left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2023.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of TimeScale Financial's portfolio in Q2 2023, its #159 holding.
TimeScale Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.