VWA
DGRW icon

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return