Insight Wealth Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Insight Wealth Strategies’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 Q4	–	Sell	-11,894	Closed	-$700K	–	158
2021 Q3	$700K	Buy	11,894 +926	+8%	+$56.7K	0.1%	129
2021 Q2	$654K	Buy	10,968 +965	+10%	+$57K	0.09%	130
2021 Q1	$572K	Buy	10,003 +3,118	+45%	+$171K	0.08%	138
2020 Q4	$372K	Buy	6,885 +2,090	+44%	+$108K	0.06%	137
2020 Q3	$238K	Buy	+4,795	New	+$233K	0.04%	174

Other funds holding DGRW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Insight Wealth Strategies's DGRW Position: Q4 2021 in Review

Insight Wealth Strategies sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2021, closing a stake of 11,894 shares — an estimated $700K sold.

Insight Wealth Strategies first reported a position in DGRW in Q3 2020 and held it in 5 quarters. The position peaked at $700K in Q3 2021. 382 funds tracked by Wall St. Rank hold DGRW as of Q4 2021.

Insight Wealth Strategies reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 11,894 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2021, an estimated $700K.
Insight Wealth Strategies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and held it in 5 quarters.
Insight Wealth Strategies's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $700K in Q3 2021.
382 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.