WealthTrust Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

WealthTrust Asset Management’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	-3,111	Closed	-$237K	–	92
2024 Q1	$237K	Sell	3,111 -343	-10%	-$25K	0.18%	73
2023 Q4	$243K	Hold	3,454	–	–	0.2%	72
2023 Q3	$219K	Buy	+3,454	New	+$230K	0.2%	67

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

WealthTrust Asset Management's DGRW Position: Q2 2024 in Review

WealthTrust Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 3,111 shares — an estimated $237K sold.

WealthTrust Asset Management first reported a position in DGRW in Q3 2023 and held it in 3 quarters. The position peaked at $243K in Q4 2023. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

WealthTrust Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
WealthTrust Asset Management sold 3,111 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $237K.
WealthTrust Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 3 quarters.
WealthTrust Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $243K in Q4 2023.
621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on WealthTrust Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.