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

Whitener 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 Q3	–	Sell	-39	Closed	-$1K	–	489
2019 Q2	$1K	Hold	39	–	–	﹤0.01%	449
2019 Q1	$1K	Hold	39	–	–	﹤0.01%	449
2018 Q4	$1K	Hold	39	–	–	﹤0.01%	417
2018 Q3	$1K	Buy	+39	New	+$1.69K	﹤0.01%	435
2018 Q2	–	Sell	-39	Closed	-$1K	–	182
2018 Q1	$1K	Buy	+39	New	+$1.64K	﹤0.01%	439

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFA

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whitener Capital Management's DGRW Position: Q3 2019 in Review

Whitener Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2019, closing a stake of 39 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in DGRW in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

Whitener Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
Whitener Capital Management sold 39 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2019, an estimated $1K.
Whitener Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and held it in 5 quarters.
Whitener Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1K in Q2 2019.
212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.