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

Tompkins 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
2024 Q4	–	Sell	-500	Closed	-$41.6K	–	544
2024 Q3	$41.6K	Hold	500	–	–	﹤0.01%	358
2024 Q2	$39K	Hold	500	–	–	﹤0.01%	375
2024 Q1	$38.1K	Hold	500	–	–	﹤0.01%	379
2023 Q4	$35.1K	Hold	500	–	–	﹤0.01%	377
2023 Q3	$31.7K	Sell	500 -250	-33%	-$16.6K	0.01%	360
2023 Q2	$50K	Hold	750	–	–	0.01%	334
2023 Q1	$46.8K	Hold	750	–	–	0.01%	344
2022 Q4	$45K	Hold	750	–	–	0.01%	341
2022 Q3	$40K	Hold	750	–	–	0.01%	353
2022 Q2	$43K	Hold	750	–	–	0.01%	346
2022 Q1	$48K	Buy	+750	New	+$47.3K	0.01%	352
2020 Q2	–	Sell	-170	Closed	-$7K	–	386
2020 Q1	$7K	Buy	+170	New	+$7.72K	﹤0.01%	341

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tompkins Financial's DGRW Position: Q4 2024 in Review

Tompkins Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 500 shares — an estimated $41.6K sold.

Tompkins Financial first reported a position in DGRW in Q1 2020 and held it in 12 quarters. The position peaked at $50K in Q2 2023. 712 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Tompkins Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 500 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $41.6K.
Tompkins Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 12 quarters.
Tompkins Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $50K in Q2 2023.
712 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.