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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return