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SC
Slow Capital’s
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
Stock Holding History
Slow Capital’s Portfolio
DGRW Stock Details
DGRW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-9,052
Closed
-$596K
–
153
2021
Q4
$596K
Sell
9,052
-158
-2%
-$9.92K
0.1%
139
2021
Q3
$542K
Buy
9,210
+61
+0.7%
+$3.73K
0.1%
148
2021
Q2
$546K
Buy
9,149
+367
+4%
+$21.7K
0.1%
143
2021
Q1
$502K
Sell
8,782
-563
-6%
-$30.9K
0.11%
143
2020
Q4
$504K
Sell
9,345
-6,558
-41%
-$339K
0.12%
141
2020
Q3
$788K
Buy
15,903
+7,238
+84%
+$351K
0.21%
126
2020
Q2
$394K
Buy
8,665
+1,055
+14%
+$45.7K
0.12%
139
2020
Q1
$296K
Sell
7,610
-3,952
-34%
-$180K
0.11%
144
2019
Q4
$560K
Buy
11,562
+1,737
+18%
+$81.1K
0.17%
140
2019
Q3
$443K
Buy
+9,825
New
+$435K
0.16%
130
2019
Q2
–
Sell
-8,267
Closed
-$356K
–
169
2019
Q1
$356K
Buy
+8,267
New
+$341K
0.14%
146
Other funds holding DGRW
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$173B AUM
20.72%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
HC
Hamilton Capital
Columbus, Ohio
$1.93B AUM
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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