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Titleist Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Titleist Capital’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
Q4 		$10.3M Buy
170,235
+19,880
+13% +$1.19M 2.41% 9
2022
Q3 		$8.11M Buy
+150,355
New +$8.89M 1.86% 13

Other funds holding DGRW

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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

Titleist Capital's DGRW Position: Q4 2022 in Review

Titleist Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q4 2022, buying an estimated $1.19M and bringing the position to 170,235 shares worth $10.3M. The position accounts for 2.41% of the portfolio, ranked #9.

Titleist Capital first reported a position in DGRW in Q3 2022 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

  • Titleist Capital held 170,235 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.3M as of Q4 2022.
  • Titleist Capital bought 19,880 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $1.19M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.41% of Titleist Capital's portfolio in Q4 2022, its #9 holding.
  • Titleist Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.