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

Trutina 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
2014
Q2 		– Sell
-300
Closed -$8K – 111
2014
Q1 		$8K Buy
+300
New +$8.19K 0.01% 254

Other funds holding DGRW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FSC
Fiduciary Services Corp Savannah, Georgia $305M AUM 10.31% 1-Year Est. Return

Trutina Financial's DGRW Position: Q2 2014 in Review

Trutina Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2014, closing a stake of 300 shares — an estimated $8K sold.

Trutina Financial first reported a position in DGRW in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 22 funds tracked by Wall St. Rank hold DGRW as of Q2 2014.

  • Trutina Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 300 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2014, an estimated $8K.
  • Trutina Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.