Smart Portfolios LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Smart Portfolios LLC’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
2021 Q3	–	Sell	-24,744	Closed	-$1.48M	–	51
2021 Q2	$1.48M	Sell	24,744 -531	-2%	-$31.4K	1.13%	23
2021 Q1	$1.45M	Sell	25,275 -17,439	-41%	-$957K	1.24%	17
2020 Q4	$2.31M	Sell	42,714 -741	-2%	-$38.4K	2.16%	15
2020 Q3	$2.15M	Sell	43,455 -755	-2%	-$36.6K	2.44%	15
2020 Q2	$2.15M	Sell	44,210 -101,542	-70%	-$4.4M	2.4%	15
2020 Q1	$5.67M	Sell	145,752 -22,998	-14%	-$1.04M	8.14%	4
2019 Q4	$8.18M	Sell	168,750 -9,819	-5%	-$458K	7.37%	4
2019 Q3	$8.39M	Buy	178,569 +87,566	+96%	+$3.87M	7.44%	4
2019 Q2	$3.97M	Buy	+91,003	New	+$3.94M	3.61%	12

Other funds holding DGRW

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

Envestnet Asset Management Chicago, Illinois $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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smart Portfolios LLC's DGRW Position: Q3 2021 in Review

Smart Portfolios LLC sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2021, closing a stake of 24,744 shares — an estimated $1.48M sold.

Smart Portfolios LLC first reported a position in DGRW in Q2 2019 and held it in 9 quarters. The position peaked at $8.39M in Q3 2019. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

Smart Portfolios LLC reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Smart Portfolios LLC sold 24,744 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $1.48M.
Smart Portfolios LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 9 quarters.
Smart Portfolios LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.39M in Q3 2019.
322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on Smart Portfolios LLC's 13F filing for Q3 2021, filed 10 Nov 2021.