TMD Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TMD Wealth Management’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 Q2	$29M	Buy	371,126 +164,509	+80%	+$12.4M	6.35%	5
2024 Q1	$15.7M	Buy	206,617 +6,153	+3%	+$449K	3.67%	8
2023 Q4	$14.1M	Buy	200,464 +178,910	+830%	+$11.8M	3.67%	7
2023 Q3	$1.37M	Buy	+21,554	New	+$1.43M	0.39%	25

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

TMD Wealth Management's DGRW Position: Q2 2024 in Review

TMD Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 80% in Q2 2024, buying an estimated $12.4M and bringing the position to 371,126 shares worth $29M. The position accounts for 6.35% of the portfolio, ranked #5.

TMD Wealth Management first reported a position in DGRW in Q3 2023 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

TMD Wealth Management held 371,126 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29M as of Q2 2024.
TMD Wealth Management bought 164,509 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $12.4M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.35% of TMD Wealth Management's portfolio in Q2 2024, its #5 holding.
TMD Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 4 quarters since.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.