Howland Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Howland Capital 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
2023 Q1	–	Sell	-7,622	Closed	-$460K	–	268
2022 Q4	$460K	Hold	7,622	–	–	0.03%	183
2022 Q3	$411K	Hold	7,622	–	–	0.03%	182
2022 Q2	$437K	Buy	+7,622	New	+$462K	0.03%	174

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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 $21.3B AUM 22.13% 1-Year Est. Return

Howland Capital Management's DGRW Position: Q1 2023 in Review

Howland Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2023, closing a stake of 7,622 shares — an estimated $460K sold.

Howland Capital Management first reported a position in DGRW in Q2 2022 and held it in 3 quarters. The position peaked at $460K in Q4 2022. 462 funds tracked by Wall St. Rank hold DGRW as of Q1 2023.

Howland Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Howland Capital Management sold 7,622 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2023, an estimated $460K.
Howland Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 3 quarters.
Howland Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $460K in Q4 2022.
462 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2023.

Based on Howland Capital Management's 13F filing for Q1 2023, filed 5 May 2023.