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USCA RIA’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

USCA RIA’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
2021
Q2 		$277K Sell
4,649
-94
-2% -$5.55K 0.02% 484
2021
Q1 		$271K Sell
4,743
-277,138
-98% -$15.2M 0.02% 452
2020
Q4 		$15.2M Sell
281,881
-26,273
-9% -$1.36M 1.07% 13
2020
Q3 		$15.3M Buy
308,154
+297,037
+2,672% +$14.4M 1.2% 9
2020
Q2 		$506K Sell
11,117
-210
-2% -$9.09K 0.04% 282
2020
Q1 		$441K Sell
11,327
-1,816
-14% -$82.5K 0.05% 275
2019
Q4 		$637K Sell
13,143
-226
-2% -$10.5K 0.06% 302
2019
Q3 		$603K Sell
13,369
-64
-0.5% -$2.83K 0.06% 291
2019
Q2 		$586K Sell
13,433
-32
-0.2% -$1.39K 0.06% 280
2019
Q1 		$580K Sell
13,465
-13
-0.1% -$536 0.06% 267
2018
Q4 		$517K Sell
13,478
-519
-4% -$21.5K 0.07% 260
2018
Q3 		$620K Sell
13,997
-949
-6% -$41K 0.06% 285
2018
Q2 		$613K Buy
14,946
+1
+0% +$41 0.07% 276
2018
Q1 		$603K Buy
14,945
+212
+1% +$8.91K 0.07% 271
2017
Q4 		$610K Sell
14,733
-610
-4% -$24.3K 0.07% 275
2017
Q3 		$564K Hold
15,343
– – 0.07% 269
2017
Q2 		$564K Sell
15,343
-621
-4% -$22.5K 0.07% 270
2017
Q1 		$566K Sell
15,964
-3,237
-17% -$112K 0.08% 247
2016
Q4 		$639K Buy
19,201
+1,947
+11% +$63.4K 0.1% 222
2016
Q3 		$557K Buy
17,254
+1,323
+8% +$42.9K 0.09% 229
2016
Q2 		$503K Hold
15,931
– – 0.08% 234
2016
Q1 		$498K Buy
15,931
+6,280
+65% +$185K 0.09% 211
2015
Q4 		$293K Sell
9,651
-6,442
-40% -$197K 0.06% 282
2015
Q3 		$461K Sell
16,093
-741
-4% -$22.4K 0.12% 194
2015
Q2 		$522K Sell
16,834
-432
-3% -$13.7K 0.14% 171
2015
Q1 		$540K Sell
17,266
-8,441
-33% -$263K 0.14% 165
2014
Q4 		$799K Buy
25,707
+8,026
+45% +$242K 0.22% 120
2014
Q3 		$517K Buy
17,681
+2,070
+13% +$60.7K 0.16% 163
2014
Q2 		$453K Sell
15,611
-319
-2% -$9.06K 0.15% 160
2014
Q1 		$446K Sell
15,930
-1,118
-7% -$30.5K 0.16% 157
2013
Q4 		$475K Buy
+17,048
New +$454K 0.19% 143

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

USCA RIA's DGRW Position: Q2 2021 in Review

USCA RIA reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2% in Q2 2021, selling an estimated $5.55K and leaving 4,649 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #484.

USCA RIA first reported a position in DGRW in Q4 2013 and has held it in 31 quarters since. The position peaked at $15.3M in Q3 2020. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

  • USCA RIA held 4,649 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $277K as of Q2 2021.
  • USCA RIA sold 94 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $5.55K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of USCA RIA's portfolio in Q2 2021, its #484 holding.
  • USCA RIA first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2013 and has held it in 31 quarters since.
  • USCA RIA's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $15.3M in Q3 2020.
  • 325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.