Wallace Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wallace Advisory Group’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	–	Sell	-3,452	Closed	-$243K	–	183
2024 Q1	$243K	Sell	3,452 -19	-0.5%	-$1.39K	0.18%	139
2023 Q4	$220K	Sell	3,471 -4	-0.1%	-$264	0.17%	145
2023 Q3	$232K	Sell	3,475 -98	-3%	-$6.51K	0.17%	150
2023 Q2	$223K	Hold	3,573	–	–	0.17%	146
2023 Q1	$223K	Buy	3,573 +18	+0.5%	+$1.11K	0.17%	146
2022 Q4	$215K	Buy	+3,555	New	+$212K	0.17%	140

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wallace Advisory Group's DGRW Position: Q2 2024 in Review

Wallace Advisory Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 3,452 shares — an estimated $243K sold.

Wallace Advisory Group first reported a position in DGRW in Q4 2022 and held it in 6 quarters. The position peaked at $243K in Q1 2024. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

Wallace Advisory Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Wallace Advisory Group sold 3,452 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $243K.
Wallace Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 6 quarters.
Wallace Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $243K in Q1 2024.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.