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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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

Slow Capital's DGRW Position: Q1 2022 in Review

Slow Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2022, closing a stake of 9,052 shares — an estimated $596K sold.

Slow Capital first reported a position in DGRW in Q1 2019 and held it in 11 quarters. The position peaked at $788K in Q3 2020. 384 funds tracked by Wall St. Rank hold DGRW as of Q1 2022.

Slow Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Slow Capital sold 9,052 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2022, an estimated $596K.
Slow Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 11 quarters.
Slow Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $788K in Q3 2020.
384 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2022.

Based on Slow Capital's 13F filing for Q1 2022, filed 2 May 2022.