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

Vicus Capital’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
2017 Q1	–	Sell	-6,238	Closed	-$208K	–	228
2016 Q4	$208K	Buy	+6,238	New	+$203K	0.05%	217
2016 Q2	–	Sell	-6,684	Closed	-$209K	–	194
2016 Q1	$209K	Sell	6,684 -7,217	-52%	-$212K	0.05%	181
2015 Q4	$422K	Buy	+13,901	New	+$426K	0.11%	124

Other funds holding DGRW

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCA

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Vicus Capital's DGRW Position: Q1 2017 in Review

Vicus Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2017, closing a stake of 6,238 shares — an estimated $208K sold.

Vicus Capital first reported a position in DGRW in Q4 2015 and held it in 3 quarters. The position peaked at $422K in Q4 2015. 100 funds tracked by Wall St. Rank hold DGRW as of Q1 2017.

Vicus Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2017 after selling out during the quarter.
Vicus Capital sold 6,238 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2017, an estimated $208K.
Vicus Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2015 and held it in 3 quarters.
Vicus Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $422K in Q4 2015.
100 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2017.

Based on Vicus Capital's 13F filing for Q1 2017, filed 18 Apr 2017.