West Paces Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

West Paces Advisors’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
2021 Q2	–	Sell	-1,500	Closed	-$85.8K	–	619
2021 Q1	$85.8K	Hold	1,500	–	–	0.03%	151
2020 Q4	$80.9K	Hold	1,500	–	–	0.04%	151
2020 Q3	$74.4K	Sell	1,500 -1,050	-41%	-$51K	0.04%	148
2020 Q2	$116K	Hold	2,550	–	–	0.06%	125
2020 Q1	$99.2K	Buy	+2,550	New	+$116K	0.06%	130

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

West Paces Advisors's DGRW Position: Q2 2021 in Review

West Paces Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2021, closing a stake of 1,500 shares — an estimated $85.8K sold.

West Paces Advisors first reported a position in DGRW in Q1 2020 and held it in 5 quarters. The position peaked at $116K in Q2 2020. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

West Paces Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
West Paces Advisors sold 1,500 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $85.8K.
West Paces Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 5 quarters.
West Paces Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $116K in Q2 2020.
325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

Based on West Paces Advisors's 13F filing for Q2 2021, filed 20 Dec 2023.