Zimmermann Investment Management & Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Zimmermann Investment Management & Planning’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	-25,240	Closed	-$2.1M	–	33
2024 Q3	$2.1M	Buy	25,240 +1,294	+5%	+$104K	0.64%	39
2024 Q2	$1.87M	Sell	23,946 -946	-4%	-$71.5K	0.62%	41
2024 Q1	$1.9M	Buy	24,892 +2,458	+11%	+$179K	0.68%	44
2023 Q4	$1.58M	Sell	22,434 -6,725	-23%	-$444K	0.64%	39
2023 Q3	$1.85M	Sell	29,159 -134,241	-82%	-$8.92M	0.89%	34
2023 Q2	$10.9M	Buy	163,400 +4,427	+3%	+$281K	5.06%	2
2023 Q1	$9.91M	Buy	158,973 +15,366	+11%	+$944K	5.18%	2
2022 Q4	$8.67M	Buy	143,607 +42,337	+42%	+$2.53M	5%	4
2022 Q3	$5.46M	Buy	101,270 +92,708	+1,083%	+$5.48M	3.4%	10
2022 Q2	$491K	Buy	+8,562	New	+$519K	0.34%	60

Other funds holding DGRW

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Zimmermann Investment Management & Planning's DGRW Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2024, closing a stake of 25,240 shares — an estimated $2.1M sold.

Zimmermann Investment Management & Planning first reported a position in DGRW in Q2 2022 and held it in 10 quarters. The position peaked at $10.9M in Q2 2023. 711 funds tracked by Wall St. Rank hold DGRW as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 25,240 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2024, an estimated $2.1M.
Zimmermann Investment Management & Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 10 quarters.
Zimmermann Investment Management & Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.9M in Q2 2023.
711 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.