Winslow Evans & Crocker’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	927
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	745
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	754
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	740
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	814
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	800
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	817
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	808
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	802
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	790
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	790
2018 Q1	$8.07K	Hold	200	–	–	﹤0.01%	834
2017 Q4	$8.29K	Hold	200	–	–	﹤0.01%	844
2017 Q3	$7.63K	Sell	200 -1,000	-83%	-$37.3K	﹤0.01%	865
2017 Q2	$44.1K	Hold	1,200	–	–	0.01%	578
2017 Q1	$42.6K	Buy	1,200 +1,000	+500%	+$34.7K	0.01%	569
2016 Q4	$6.65K	Hold	200	–	–	﹤0.01%	974
2016 Q3	$6.46K	Hold	200	–	–	﹤0.01%	1005
2016 Q2	$6.32K	Hold	200	–	–	﹤0.01%	980
2016 Q1	$6.25K	Hold	200	–	–	﹤0.01%	979
2015 Q4	$6.07K	Hold	200	–	–	﹤0.01%	1018
2015 Q3	$5.72K	Hold	200	–	–	﹤0.01%	1002
2015 Q2	$6.21K	Hold	200	–	–	﹤0.01%	1038
2015 Q1	$6.26K	Hold	200	–	–	﹤0.01%	985
2014 Q4	$6.22K	Hold	200	–	–	﹤0.01%	989
2014 Q3	$5.85K	Hold	200	–	–	﹤0.01%	1035
2014 Q2	$5.81K	Hold	200	–	–	﹤0.01%	991
2014 Q1	$5.6K	Hold	200	–	–	﹤0.01%	997
2013 Q4	$6K	Buy	+200	New	+$5.33K	﹤0.01%	1074

Other funds holding DGRW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RJFSA

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

Winslow Evans & Crocker's DGRW Position: Q4 2020 in Review

Winslow Evans & Crocker held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q4 2020 at 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Winslow Evans & Crocker first reported a position in DGRW in Q4 2013 and has held it in 29 quarters since. The position peaked at $44.1K in Q2 2017. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

Winslow Evans & Crocker held 200 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11K as of Q4 2020.
Winslow Evans & Crocker left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q4 2020.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #927 holding.
Winslow Evans & Crocker first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $44.1K in Q2 2017.
302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.