XR Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

XR Securities’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 Q2	–	Sell	-6,157	Closed	-$265K	–	285
2019 Q1	$265K	Buy	+6,157	New	+$254K	0.03%	123

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

BFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFA

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

XR Securities's DGRW Position: Q2 2019 in Review

XR Securities sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2019, closing a stake of 6,157 shares — an estimated $265K sold.

XR Securities first reported a position in DGRW in Q1 2019 and held it in 1 quarter. The position peaked at $265K in Q1 2019. 214 funds tracked by Wall St. Rank hold DGRW as of Q2 2019.

XR Securities reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
XR Securities sold 6,157 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2019, an estimated $265K.
XR Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 1 quarter.
XR Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $265K in Q1 2019.
214 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2019.

Based on XR Securities's 13F filing for Q2 2019, filed 10 Jul 2019.