Simplicity Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Simplicity Solutions’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	-11,378	Closed	-$758K	–	1016
2023 Q2	$758K	Buy	+11,378	New	+$723K	0.02%	542
2021 Q1	–	Sell	-5,596	Closed	-$302K	–	575
2020 Q4	$302K	Sell	5,596 -9,854	-64%	-$510K	﹤0.01%	776
2020 Q3	$766K	Sell	15,450 -8,967	-37%	-$435K	0.01%	550
2020 Q2	$1.11M	Sell	24,417 -86,763	-78%	-$3.76M	0.02%	444
2020 Q1	$4.33M	Buy	111,180 +83,540	+302%	+$3.8M	0.13%	136
2019 Q4	$1.34M	Buy	27,640 +4,449	+19%	+$208K	0.04%	322
2019 Q3	$1.05M	Buy	23,191 +3,064	+15%	+$136K	0.04%	289
2019 Q2	$879K	Buy	20,127 +11,782	+141%	+$510K	0.04%	282
2019 Q1	$359K	Buy	+8,345	New	+$344K	0.02%	477

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Simplicity Solutions's DGRW Position: Q3 2023 in Review

Simplicity Solutions sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 11,378 shares — an estimated $758K sold.

Simplicity Solutions first reported a position in DGRW in Q1 2019 and held it in 9 quarters. The position peaked at $4.33M in Q1 2020. 509 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

Simplicity Solutions reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 11,378 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $758K.
Simplicity Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 9 quarters.
Simplicity Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.33M in Q1 2020.
509 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.