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

Tranquilli Financial Advisor’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 Q4	–	Sell	-9,263	Closed	-$588K	–	101
2023 Q3	$588K	Buy	+9,263	New	+$616K	0.42%	47
2023 Q1	–	Sell	-10,622	Closed	-$641K	–	86
2022 Q4	$641K	Sell	10,622 -787	-7%	-$47K	0.49%	33
2022 Q3	$615K	Buy	11,409 +173	+2%	+$10.2K	0.49%	20
2022 Q2	$644K	Sell	11,236 -39,243	-78%	-$2.38M	0.49%	22
2022 Q1	$3.21M	Buy	50,479 +10,846	+27%	+$684K	2.29%	19
2021 Q4	$2.61M	Sell	39,633 -12,930	-25%	-$812K	1.83%	21
2021 Q3	$3.09M	Buy	52,563 +44,155	+525%	+$2.7M	2.32%	19
2021 Q2	$502K	Buy	+8,408	New	+$497K	0.38%	45

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Tranquilli Financial Advisor's DGRW Position: Q4 2023 in Review

Tranquilli Financial Advisor sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 9,263 shares — an estimated $588K sold.

Tranquilli Financial Advisor first reported a position in DGRW in Q2 2021 and held it in 8 quarters. The position peaked at $3.21M in Q1 2022. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

Tranquilli Financial Advisor reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Tranquilli Financial Advisor sold 9,263 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $588K.
Tranquilli Financial Advisor first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 8 quarters.
Tranquilli Financial Advisor's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.21M in Q1 2022.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2023, filed 14 Feb 2024.