Daido Life Insurance Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Daido Life Insurance Company’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
2023 Q3	–	Sell	-296,024	Closed	-$19.7M	–	7
2023 Q2	$19.7M	Hold	296,024	–	–	2.18%	9
2023 Q1	$18.5M	Hold	296,024	–	–	1.84%	9
2022 Q4	$17.9M	Hold	296,024	–	–	1.68%	8
2022 Q3	$16M	Hold	296,024	–	–	1.47%	9
2022 Q2	$17M	Hold	296,024	–	–	1.36%	10
2022 Q1	$18.8M	Hold	296,024	–	–	1.13%	11
2021 Q4	$19.5M	Hold	296,024	–	–	1.08%	11
2021 Q3	$17.4M	Hold	296,024	–	–	1.06%	12
2021 Q2	$17.7M	Sell	296,024 -38,537	-12%	-$2.28M	1.07%	12
2021 Q1	$19.1M	Hold	334,561	–	–	1.25%	11
2020 Q4	$18.1M	Hold	334,561	–	–	1.29%	10
2020 Q3	$16.6M	Hold	334,561	–	–	1.53%	9
2020 Q2	$15.2M	Hold	334,561	–	–	1.52%	9
2020 Q1	$13M	Hold	334,561	–	–	1.3%	11
2019 Q4	$16.2M	Hold	334,561	–	–	1.21%	11
2019 Q3	$15.1M	Hold	334,561	–	–	1.16%	11
2019 Q2	$14.6M	Hold	334,561	–	–	1.07%	12
2019 Q1	$14.4M	Hold	334,561	–	–	1.16%	11
2018 Q4	$12.8M	Hold	334,561	–	–	1.2%	8
2018 Q3	$14.8M	Hold	334,561	–	–	1.24%	10
2018 Q2	$13.7M	Buy	334,561 +222,086	+197%	+$9.12M	1.05%	12
2018 Q1	$4.54M	Buy	+112,475	New	+$4.73M	0.44%	14

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Daido Life Insurance Company's DGRW Position: Q3 2023 in Review

Daido Life Insurance Company sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 296,024 shares — an estimated $19.7M sold.

Daido Life Insurance Company first reported a position in DGRW in Q1 2018 and held it in 22 quarters. The position peaked at $19.7M in Q2 2023. 508 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

Daido Life Insurance Company reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
Daido Life Insurance Company sold 296,024 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $19.7M.
Daido Life Insurance Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and held it in 22 quarters.
Daido Life Insurance Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $19.7M in Q2 2023.
508 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on Daido Life Insurance Company's 13F filing for Q3 2023, filed 6 Nov 2023.