Wilbanks Smith & Thomas Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$288K	Hold	3,781	–	–	0.01%	445
2023 Q4	$266K	Hold	3,781	–	–	0.01%	458
2023 Q3	$240K	Hold	3,781	–	–	0.01%	446
2023 Q2	$252K	Hold	3,781	–	–	0.01%	451
2023 Q1	$236K	Hold	3,781	–	–	0.01%	453
2022 Q4	$228K	Hold	3,781	–	–	0.01%	448
2022 Q3	$204K	Sell	3,781 -62	-2%	-$3.67K	0.01%	444
2022 Q2	$220K	Buy	3,843 +62	+2%	+$3.76K	0.01%	441
2022 Q1	$232K	Hold	3,781	–	–	0.01%	451
2021 Q4	$249K	Hold	3,781	–	–	0.01%	453
2021 Q3	$222K	Hold	3,781	–	–	0.01%	459
2021 Q2	$226K	Hold	3,781	–	–	0.01%	455
2021 Q1	$216K	Hold	3,781	–	–	0.01%	439
2020 Q4	$204K	Buy	+3,781	New	+$196K	0.01%	411

Other funds holding DGRW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DGRW Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2024 at 3,781 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #445.

Wilbanks Smith & Thomas Asset Management first reported a position in DGRW in Q4 2020 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold DGRW as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,781 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $288K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2024.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #445 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 14 quarters since.
600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.