Bank Hapoalim BM’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bank Hapoalim BM’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
2021 Q1	–	Sell	-4,280	Closed	-$231K	–	236
2020 Q4	$231K	Sell	4,280 -300	-7%	-$15.5K	0.03%	192
2020 Q3	$227K	Sell	4,580 -700	-13%	-$34K	0.01%	162
2020 Q2	$240K	Sell	5,280 -80	-1%	-$3.46K	0.06%	164
2020 Q1	$209K	Sell	5,360 -4,155	-44%	-$189K	0.07%	154
2019 Q4	$461K	Hold	9,515	–	–	0.1%	114
2019 Q3	$427K	Sell	9,515 -35,935	-79%	-$1.59M	0.1%	114
2019 Q2	$1.98M	Sell	45,450 -13,660	-23%	-$591K	0.49%	43
2019 Q1	$2.54M	Buy	59,110 +15,770	+36%	+$651K	0.61%	38
2018 Q4	$1.66M	Buy	43,340 +17,090	+65%	+$706K	0.53%	45
2018 Q3	$1.16M	Sell	26,250 -515	-2%	-$22.3K	0.28%	69
2018 Q2	$1.1M	Sell	26,765 -10,419	-28%	-$428K	0.3%	67
2018 Q1	$1.5M	Buy	37,184 +6,297	+20%	+$265K	0.39%	59
2017 Q4	$1.28M	Buy	+30,887	New	+$1.23M	0.28%	70

Other funds holding DGRW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Bank Hapoalim BM's DGRW Position: Q1 2021 in Review

Bank Hapoalim BM sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2021, closing a stake of 4,280 shares — an estimated $231K sold.

Bank Hapoalim BM first reported a position in DGRW in Q4 2017 and held it in 13 quarters. The position peaked at $2.54M in Q1 2019. 314 funds tracked by Wall St. Rank hold DGRW as of Q1 2021.

Bank Hapoalim BM reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
Bank Hapoalim BM sold 4,280 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2021, an estimated $231K.
Bank Hapoalim BM first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 13 quarters.
Bank Hapoalim BM's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.54M in Q1 2019.
314 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2021.

Based on Bank Hapoalim BM's 13F filing for Q1 2021, filed 26 Apr 2021.