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Woodmont Investment Counsel’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-335
Closed -$25.5K – 257
2024
Q1 		$25.5K Buy
+335
New +$24.4K ﹤0.01% 319

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Woodmont Investment Counsel's DGRW Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 335 shares — an estimated $25.5K sold.

Woodmont Investment Counsel first reported a position in DGRW in Q1 2024 and held it in 1 quarter. The position peaked at $25.5K in Q1 2024. 623 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 335 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $25.5K.
  • Woodmont Investment Counsel first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $25.5K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.