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

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

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

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

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

HFA

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

BFG

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

YorkBridge Wealth Partners's DGRW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2019, closing a stake of 160 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in DGRW in Q4 2016 and held it in 11 quarters. The position peaked at $7K in Q2 2019. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

YorkBridge Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 160 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7K in Q2 2019.
212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.