ShoreHaven Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

ShoreHaven Wealth 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
2022 Q3	–	Sell	-43,709	Closed	-$2.5M	–	71
2022 Q2	$2.5M	Sell	43,709 -10,492	-19%	-$636K	1.8%	13
2022 Q1	$3.45M	Sell	54,201 -64	-0.1%	-$4.04K	1.82%	20
2021 Q4	$3.57M	Sell	54,265 -51	-0.1%	-$3.2K	1.77%	19
2021 Q3	$3.19M	Sell	54,316 -873	-2%	-$53.4K	1.66%	19
2021 Q2	$3.29M	Buy	55,189 +457	+0.8%	+$27K	1.77%	20
2021 Q1	$3.13M	Buy	54,732 +1,335	+3%	+$73.3K	1.7%	22
2020 Q4	$2.88M	Buy	+53,397	New	+$2.76M	1.61%	23

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

ShoreHaven Wealth Partners's DGRW Position: Q3 2022 in Review

ShoreHaven Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2022, closing a stake of 43,709 shares — an estimated $2.5M sold.

ShoreHaven Wealth Partners first reported a position in DGRW in Q4 2020 and held it in 7 quarters. The position peaked at $3.57M in Q4 2021. 394 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

ShoreHaven Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 43,709 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $2.5M.
ShoreHaven Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 7 quarters.
ShoreHaven Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.57M in Q4 2021.
394 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2022, filed 9 Nov 2022.