V Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

V 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 Q3	–	Sell	-6,027	Closed	-$402K	–	171
2023 Q2	$402K	Buy	6,027 +735	+14%	+$46.7K	0.07%	228
2023 Q1	$330K	Buy	5,292 +4	+0.1%	+$246	0.06%	270
2022 Q4	$319K	Buy	5,288 +6	+0.1%	+$358	0.07%	267
2022 Q3	$285K	Sell	5,282 -19	-0.4%	-$1.12K	0.06%	293
2022 Q2	$304K	Sell	5,301 -1,264	-19%	-$76.6K	0.06%	306
2022 Q1	$418K	Buy	6,565 +754	+13%	+$47.6K	0.07%	278
2021 Q4	$383K	Buy	5,811 +942	+19%	+$59.2K	0.06%	314
2021 Q3	$286K	Buy	+4,869	New	+$298K	0.04%	364

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $104B AUM 28.3% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

V Wealth Advisors's DGRW Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 6,027 shares — an estimated $402K sold.

V Wealth Advisors first reported a position in DGRW in Q3 2021 and held it in 8 quarters. The position peaked at $418K in Q1 2022. 509 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

V Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,027 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $402K.
V Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 8 quarters.
V Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $418K in Q1 2022.
509 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.