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Wintrust Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wintrust Investments’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
Q4 		$28K Buy
348
+50
+17% +$4.18K 0.02% 335
2024
Q3 		$24K Buy
+298
New +$23.9K 0.02% 445

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wintrust Investments's DGRW Position: Q4 2024 in Review

Wintrust Investments increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q4 2024, buying an estimated $4.18K and bringing the position to 348 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #335.

Wintrust Investments first reported a position in DGRW in Q3 2024 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

  • Wintrust Investments held 348 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $28K as of Q4 2024.
  • Wintrust Investments bought 50 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $4.18K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #335 holding.
  • Wintrust Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.