YorkBridge Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-160	Closed	-$7K	–	283
2019 Q2	$7K	Hold	160	–	–	﹤0.01%	621
2019 Q1	$7K	Hold	160	–	–	﹤0.01%	625
2018 Q4	$6K	Hold	160	–	–	﹤0.01%	613
2018 Q3	$7K	Hold	160	–	–	﹤0.01%	628
2018 Q2	$7K	Hold	160	–	–	﹤0.01%	655
2018 Q1	$7K	Hold	160	–	–	﹤0.01%	652
2017 Q4	$7K	Hold	160	–	–	﹤0.01%	664
2017 Q3	$6K	Hold	160	–	–	﹤0.01%	689
2017 Q2	$6K	Hold	160	–	–	﹤0.01%	687
2017 Q1	$6K	Hold	160	–	–	﹤0.01%	666
2016 Q4	$5K	Buy	+160	New	+$5.21K	﹤0.01%	675

Other funds holding DGRW

Bank of America

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

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

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

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

HighTower Advisors

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