Smart Money Group LLC Buys WisdomTree U.S. Total Dividend Fund, iShares 3-7 Year Treasury Bond ETF, Vanguard Div Appreciation, Sells Invesco S&P 500 High Dividend Low Volatility, SPDR Series Trust Portfolio S&P 500 Value, First Trust Enhanced Equity Incom

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May 13, 2020
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Investment company Smart Money Group LLC (Current Portfolio) buys WisdomTree U.S. Total Dividend Fund, iShares 3-7 Year Treasury Bond ETF, Vanguard Div Appreciation, SPDR S&P Dividend, iShares Edge MSCI USA Momentum Factor, sells Invesco S&P 500 High Dividend Low Volatility, SPDR Series Trust Portfolio S&P 500 Value, First Trust Enhanced Equity Income Fund, Invesco S&P SmallCap Low Volatility, WisdomTree U.S. Dividend ex-Financials Fund during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Smart Money Group LLC. As of 2020Q1, Smart Money Group LLC owns 63 stocks with a total value of $101 million. These are the details of the buys and sells.

For the details of Smart Money Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/smart+money+group+llc/current-portfolio/portfolio

These are the top 5 holdings of Smart Money Group LLC
  1. iShares Edge MSCI Min Vol USA (USMV) - 204,209 shares, 10.94% of the total portfolio. Shares reduced by 16.02%
  2. iShares Edge MSCI USA Momentum Factor (MTUM) - 100,597 shares, 10.63% of the total portfolio. Shares added by 32.96%
  3. iShares MSCI ACWI Index Fund (ACWI) - 85,915 shares, 5.33% of the total portfolio. Shares added by 0.32%
  4. SPDR Russell 1000 ETF (ELR) - 167,567 shares, 5.10% of the total portfolio. Shares reduced by 6.14%
  5. WisdomTree U.S. Total Dividend Fund (DTD) - 52,878 shares, 4.11% of the total portfolio. New Position
New Purchase: WisdomTree U.S. Total Dividend Fund (DTD)

Smart Money Group LLC initiated holding in WisdomTree U.S. Total Dividend Fund. The purchase prices were between $66.9 and $106.68, with an estimated average price of $96.18. The stock is now traded at around $82.97. The impact to a portfolio due to this purchase was 4.11%. The holding were 52,878 shares as of .

New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)

Smart Money Group LLC initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $125.33 and $133.05, with an estimated average price of $128.4. The stock is now traded at around $133.56. The impact to a portfolio due to this purchase was 3.7%. The holding were 27,936 shares as of .

New Purchase: Vanguard Consumer Staples (VDC)

Smart Money Group LLC initiated holding in Vanguard Consumer Staples. The purchase prices were between $122.65 and $164.89, with an estimated average price of $154.97. The stock is now traded at around $145.42. The impact to a portfolio due to this purchase was 2.44%. The holding were 17,813 shares as of .

New Purchase: iShares Agency Bond (AGZ)

Smart Money Group LLC initiated holding in iShares Agency Bond. The purchase prices were between $115.11 and $121.46, with an estimated average price of $117.5. The stock is now traded at around $120.92. The impact to a portfolio due to this purchase was 2.37%. The holding were 21,827 shares as of .

New Purchase: Fidelity MSCI Information Technology Index (FTEC)

Smart Money Group LLC initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $54.79 and $80.45, with an estimated average price of $71.44. The stock is now traded at around $71.53. The impact to a portfolio due to this purchase was 1.86%. The holding were 45,429 shares as of .

New Purchase: WisdomTree U.S. Dividend Growth Fund (DGRW)

Smart Money Group LLC initiated holding in WisdomTree U.S. Dividend Growth Fund. The purchase prices were between $33.65 and $49.64, with an estimated average price of $45.78. The stock is now traded at around $41.88. The impact to a portfolio due to this purchase was 1.47%. The holding were 38,071 shares as of .

Added: Vanguard Div Appreciation (VIG)

Smart Money Group LLC added to a holding in Vanguard Div Appreciation by 1058.33%. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $109.72. The impact to a portfolio due to this purchase was 3.21%. The holding were 34,217 shares as of .

Added: SPDR S&P Dividend (SDY)

Smart Money Group LLC added to a holding in SPDR S&P Dividend by 221.22%. The purchase prices were between $68.26 and $108.76, with an estimated average price of $99.48. The stock is now traded at around $81.34. The impact to a portfolio due to this purchase was 2.7%. The holding were 49,519 shares as of .

Added: iShares Edge MSCI USA Momentum Factor (MTUM)

Smart Money Group LLC added to a holding in iShares Edge MSCI USA Momentum Factor by 32.96%. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $119.34. The impact to a portfolio due to this purchase was 2.64%. The holding were 100,597 shares as of .

Added: iShares 0-5 Year High Yield Corporate Bond (SHYG)

Smart Money Group LLC added to a holding in iShares 0-5 Year High Yield Corporate Bond by 381.86%. The purchase prices were between $37.54 and $46.72, with an estimated average price of $45. The stock is now traded at around $41.23. The impact to a portfolio due to this purchase was 1.91%. The holding were 59,529 shares as of .

Added: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Smart Money Group LLC added to a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 390.91%. The purchase prices were between $43.92 and $49.69, with an estimated average price of $48.97. The stock is now traded at around $49.36. The impact to a portfolio due to this purchase was 1.25%. The holding were 32,400 shares as of .

Added: iShares Core S&P 500 (IVV)

Smart Money Group LLC added to a holding in iShares Core S&P 500 by 52.97%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $282.15. The impact to a portfolio due to this purchase was 1.02%. The holding were 11,519 shares as of .

Sold Out: Invesco S&P 500 High Dividend Low Volatility (SPHD)

Smart Money Group LLC sold out a holding in Invesco S&P 500 High Dividend Low Volatility. The sale prices were between $25.66 and $44.35, with an estimated average price of $39.58.

Sold Out: First Trust Enhanced Equity Income Fund (FFA)

Smart Money Group LLC sold out a holding in First Trust Enhanced Equity Income Fund. The sale prices were between $9.85 and $17.7, with an estimated average price of $15.68.

Sold Out: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Smart Money Group LLC sold out a holding in SPDR Index Shares Fund Portfolio Emerging Markets. The sale prices were between $25.76 and $38.65, with an estimated average price of $34.66.

Sold Out: SPDR Russell Small Cap Complet (EMM)

Smart Money Group LLC sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.

Sold Out: iShares 0-5 Year TIPS Bond (STIP)

Smart Money Group LLC sold out a holding in iShares 0-5 Year TIPS Bond. The sale prices were between $96.7 and $102.1, with an estimated average price of $100.57.

Sold Out: iShares Floating Rate Bond (FLOT)

Smart Money Group LLC sold out a holding in iShares Floating Rate Bond. The sale prices were between $43.94 and $50.82, with an estimated average price of $49.76.



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