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

Valeo Financial 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
2021 Q2	–	Sell	-46	Closed	-$3K	–	826
2021 Q1	$3K	Buy	+46	New	+$2.52K	﹤0.01%	1693
2019 Q4	–	Sell	-67	Closed	-$3K	–	1646
2019 Q3	$3K	Buy	+67	New	+$2.96K	﹤0.01%	1313
2018 Q1	–	Sell	-104	Closed	-$4K	–	1551
2017 Q4	$4K	Buy	+104	New	+$4.15K	﹤0.01%	1062

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Valeo Financial Advisors's DGRW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2021, closing a stake of 46 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in DGRW in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 46 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 3 quarters.
Valeo Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4K in Q4 2017.
325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.