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

Weatherstone Capital 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
2019 Q1	–	Sell	-76,288	Closed	-$3.38M	–	97
2018 Q4	$3.38M	Buy	+76,288	New	+$3.15M	0.83%	26

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

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

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

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

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

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weatherstone Capital Management's DGRW Position: Q1 2019 in Review

Weatherstone Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2019, closing a stake of 76,288 shares — an estimated $3.38M sold.

Weatherstone Capital Management first reported a position in DGRW in Q4 2018 and held it in 1 quarter. The position peaked at $3.38M in Q4 2018. 203 funds tracked by Wall St. Rank hold DGRW as of Q1 2019.

Weatherstone Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
Weatherstone Capital Management sold 76,288 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2019, an estimated $3.38M.
Weatherstone Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 1 quarter.
Weatherstone Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.38M in Q4 2018.
203 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.