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

TrustCore Financial Services’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
2020 Q2	–	Sell	-1,360	Closed	-$53K	–	885
2020 Q1	$53K	Hold	1,360	–	–	0.01%	348
2019 Q4	$66K	Sell	1,360 -70	-5%	-$3.27K	0.01%	337
2019 Q3	$64K	Hold	1,430	–	–	0.01%	328
2019 Q2	$62K	Hold	1,430	–	–	0.01%	325
2019 Q1	$62K	Hold	1,430	–	–	0.02%	273
2018 Q4	$55K	Buy	+1,430	New	+$59.1K	0.03%	142

Other funds holding DGRW

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TrustCore Financial Services's DGRW Position: Q2 2020 in Review

TrustCore Financial Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 1,360 shares — an estimated $53K sold.

TrustCore Financial Services first reported a position in DGRW in Q4 2018 and held it in 6 quarters. The position peaked at $66K in Q4 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

TrustCore Financial Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
TrustCore Financial Services sold 1,360 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $53K.
TrustCore Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 6 quarters.
TrustCore Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $66K in Q4 2019.
257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.