WAM
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Wealthspire Advisors (Maryland)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,288
Closed -$47K – 854
2019
Q1 		$47K Sell
1,288
-135
-9% -$4.8K ﹤0.01% 918
2018
Q4 		$47K Sell
1,423
-718
-34% -$25.2K ﹤0.01% 878
2018
Q3 		$79K Sell
2,141
-58
-3% -$2.11K 0.01% 785
2018
Q2 		$75K Sell
2,199
-823
-27% -$28.3K 0.01% 815
2018
Q1 		$102K Sell
3,022
-2,345
-44% -$82.8K 0.01% 705
2017
Q4 		$187K Sell
5,367
-1,784
-25% -$60.2K 0.02% 513
2017
Q3 		$232K Buy
7,151
+2,852
+66% +$90.7K 0.03% 429
2017
Q2 		$135K Buy
+4,299
New +$133K 0.02% 583

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return