Veritable’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Veritable’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	-12,900	Closed	-$860K	–	211
2023 Q2	$860K	Sell	12,900 -712	-5%	-$45.2K	0.01%	400
2023 Q1	$849K	Buy	13,612 +4,200	+45%	+$258K	0.01%	404
2022 Q4	$568K	Buy	+9,412	New	+$562K	0.01%	495

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

Veritable's DGRW Position: Q3 2023 in Review

Veritable sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 12,900 shares — an estimated $860K sold.

Veritable first reported a position in DGRW in Q4 2022 and held it in 3 quarters. The position peaked at $860K in Q2 2023. 509 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

Veritable reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
Veritable sold 12,900 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $860K.
Veritable first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 3 quarters.
Veritable's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $860K in Q2 2023.
509 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.