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RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q3 		– Sell
-24,013
Closed -$1.87M – 1106
2024
Q2 		$1.87M Hold
24,013
– – 0.53% 33
2024
Q1 		$1.83M Buy
+24,013
New +$1.75M 0.55% 33

Other funds holding DGRW

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DGRW Position: Q3 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2024, closing a stake of 24,013 shares — an estimated $1.87M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DGRW in Q1 2024 and held it in 2 quarters. The position peaked at $1.87M in Q2 2024. 645 funds tracked by Wall St. Rank hold DGRW as of Q3 2024.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 24,013 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2024, an estimated $1.87M.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.87M in Q2 2024.
  • 645 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2024, filed 27 Jul 2026.