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Westmount Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Westmount Partners’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
2023
Q4 		– Sell
-4,995
Closed -$317K – 205
2023
Q3 		$317K Buy
+4,995
New +$332K 0.14% 147

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HC
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
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Westmount Partners's DGRW Position: Q4 2023 in Review

Westmount Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2023, closing a stake of 4,995 shares — an estimated $317K sold.

Westmount Partners first reported a position in DGRW in Q3 2023 and held it in 1 quarter. The position peaked at $317K in Q3 2023. 570 funds tracked by Wall St. Rank hold DGRW as of Q4 2023.

  • Westmount Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Westmount Partners sold 4,995 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2023, an estimated $317K.
  • Westmount Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 1 quarter.
  • Westmount Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $317K in Q3 2023.
  • 570 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2023.

Based on Westmount Partners's 13F filing for Q4 2023, filed 28 Jan 2025.