Zevin Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Zevin Asset Management’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	–	Sell	-2,436	Closed	-$203K	–	87
2024 Q3	$203K	Sell	2,436 -392	-14%	-$31.4K	0.03%	81
2024 Q2	$221K	Hold	2,828	–	–	0.04%	70
2024 Q1	$215K	Sell	2,828 -472	-14%	-$34.4K	0.04%	78
2023 Q4	$232K	Hold	3,300	–	–	0.04%	79
2023 Q3	$210K	Hold	3,300	–	–	0.04%	82
2023 Q2	$220K	Sell	3,300 -500	-13%	-$31.8K	0.04%	68
2023 Q1	$237K	Sell	3,800 -300	-7%	-$18.4K	0.05%	68
2022 Q4	$247K	Hold	4,100	–	–	0.05%	65
2022 Q3	$221K	Sell	4,100 -500	-11%	-$29.6K	0.05%	66
2022 Q2	$264K	Hold	4,600	–	–	0.06%	65
2022 Q1	$293K	Hold	4,600	–	–	0.06%	72
2021 Q4	$303K	Hold	4,600	–	–	0.05%	75
2021 Q3	$271K	Hold	4,600	–	–	0.05%	79
2021 Q2	$274K	Hold	4,600	–	–	0.05%	83
2021 Q1	$263K	Hold	4,600	–	–	0.06%	77
2020 Q4	$248K	Sell	4,600 -1,000	-18%	-$51.8K	0.06%	74
2020 Q3	$278K	Hold	5,600	–	–	0.08%	72
2020 Q2	$255K	Hold	5,600	–	–	0.08%	68
2020 Q1	$218K	Buy	+5,600	New	+$254K	0.08%	71

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

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

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

Zevin Asset Management's DGRW Position: Q4 2024 in Review

Zevin Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 2,436 shares — an estimated $203K sold.

Zevin Asset Management first reported a position in DGRW in Q1 2020 and held it in 19 quarters. The position peaked at $303K in Q4 2021. 712 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Zevin Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Zevin Asset Management sold 2,436 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $203K.
Zevin Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 19 quarters.
Zevin Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $303K in Q4 2021.
712 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Zevin Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.