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Vaughan & Co Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vaughan & Co Securities’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
2020
Q2 		– Sell
-1,238
Closed -$48.2K – 73
2020
Q1 		$48.2K Hold
1,238
– – 0.06% 84
2019
Q4 		$60K Buy
+1,238
New +$57.8K 0.05% 84

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vaughan & Co Securities's DGRW Position: Q2 2020 in Review

Vaughan & Co Securities sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2020, closing a stake of 1,238 shares — an estimated $48.2K sold.

Vaughan & Co Securities first reported a position in DGRW in Q4 2019 and held it in 2 quarters. The position peaked at $60K in Q4 2019. 257 funds tracked by Wall St. Rank hold DGRW as of Q2 2020.

  • Vaughan & Co Securities reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 1,238 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2020, an estimated $48.2K.
  • Vaughan & Co Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $60K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.