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Vantage Financial Partners (Illinois)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		$15.7M Buy
+201,537
New +$15.2M 3.91% 8

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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 $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s DGRW Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024: 201,537 shares worth $15.7M. The stake represents 3.91% of the portfolio and ranks #8 among its holdings.

623 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 201,537 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $15.7M as of Q2 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Vantage Financial Partners (Illinois) position in Q2 2024.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.91% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #8 holding.
  • 623 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.