U.S. Capital Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

U.S. Capital Wealth Advisors’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	-3,725	Closed	-$237K	–	673
2023 Q3	$237K	Sell	3,725 -298	-7%	-$19.8K	0.01%	561
2023 Q2	$268K	Buy	4,023 +1	+0%	+$64	0.01%	560
2023 Q1	$251K	Sell	4,022 -216	-5%	-$13.3K	0.01%	570
2022 Q4	$256K	Buy	4,238 +212	+5%	+$12.6K	0.01%	562
2022 Q3	$217K	Sell	4,026 -55	-1%	-$3.25K	0.01%	577
2022 Q2	$234K	Hold	4,081	–	–	0.01%	601
2022 Q1	$260K	Sell	4,081 -505	-11%	-$31.9K	0.01%	630
2021 Q4	$302K	Sell	4,586 -1,511	-25%	-$94.9K	0.01%	596
2021 Q3	$359K	Buy	+6,097	New	+$373K	0.02%	576

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

U.S. Capital Wealth Advisors's DGRW Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 3,725 shares — an estimated $237K sold.

U.S. Capital Wealth Advisors first reported a position in DGRW in Q3 2021 and held it in 9 quarters. The position peaked at $359K in Q3 2021. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,725 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $237K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 9 quarters.
U.S. Capital Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $359K in Q3 2021.
570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.