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

Shepherd 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
2020 Q4	–	Sell	-6,452	Closed	-$320K	–	132
2020 Q3	$320K	Hold	6,452	–	–	0.08%	116
2020 Q2	$294K	Sell	6,452 -415	-6%	-$18K	0.08%	106
2020 Q1	$267K	Hold	6,867	–	–	0.09%	103
2019 Q4	$333K	Hold	6,867	–	–	0.08%	105
2019 Q3	$310K	Hold	6,867	–	–	0.08%	102
2019 Q2	$300K	Hold	6,867	–	–	0.06%	111
2019 Q1	$296K	Hold	6,867	–	–	0.06%	110
2018 Q4	$262K	Hold	6,867	–	–	0.06%	113
2018 Q3	$282K	Hold	6,867	–	–	0.06%	102
2018 Q2	$282K	Buy	+6,867	New	+$282K	0.06%	102

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shepherd Financial Partners's DGRW Position: Q4 2020 in Review

Shepherd Financial Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2020, closing a stake of 6,452 shares — an estimated $320K sold.

Shepherd Financial Partners first reported a position in DGRW in Q2 2018 and held it in 10 quarters. The position peaked at $333K in Q4 2019. 302 funds tracked by Wall St. Rank hold DGRW as of Q4 2020.

Shepherd Financial Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
Shepherd Financial Partners sold 6,452 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2020, an estimated $320K.
Shepherd Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and held it in 10 quarters.
Shepherd Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $333K in Q4 2019.
302 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2020.

Based on Shepherd Financial Partners's 13F filing for Q4 2020, filed 16 Feb 2021.