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

WFG 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
2017
Q2 		$33K Hold
900
– – 0.01% 813
2017
Q1 		$32K Buy
+900
New +$31.3K 0.01% 776

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

WFG Advisors's DGRW Position: Q2 2017 in Review

WFG Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2017 at 900 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #813.

WFG Advisors first reported a position in DGRW in Q1 2017 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold DGRW as of Q2 2017.

  • WFG Advisors held 900 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $33K as of Q2 2017.
  • WFG Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2017.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #813 holding.
  • WFG Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.