Red Door Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Red Door Wealth 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
2021 Q3	–	Sell	-1,899	Closed	-$113K	–	272
2021 Q2	$113K	Buy	+1,899	New	+$112K	0.04%	195
2020 Q3	–	Sell	-1,875	Closed	-$85K	–	187
2020 Q2	$85K	Buy	1,875 +12	+0.6%	+$519	0.06%	151
2020 Q1	$72K	Buy	+1,863	New	+$84.6K	0.07%	143

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Red Door Wealth Management's DGRW Position: Q3 2021 in Review

Red Door Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2021, closing a stake of 1,899 shares — an estimated $113K sold.

Red Door Wealth Management first reported a position in DGRW in Q1 2020 and held it in 3 quarters. The position peaked at $113K in Q2 2021. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

Red Door Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 1,899 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $113K.
Red Door Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $113K in Q2 2021.
322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.