Second Half Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Second Half Financial Partners’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	-22,643	Closed	-$1.51M	–	60
2023 Q2	$1.51M	Buy	+22,643	New	+$1.44M	0.34%	77

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

Second Half Financial Partners's DGRW Position: Q3 2023 in Review

Second Half Financial Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 22,643 shares — an estimated $1.51M sold.

Second Half Financial Partners first reported a position in DGRW in Q2 2023 and held it in 1 quarter. The position peaked at $1.51M in Q2 2023. 508 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

Second Half Financial Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 22,643 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $1.51M.
Second Half Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.51M 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 Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.