1834 Investment Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

1834 Investment Advisors’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-200	Closed	-$6K	–	463
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	366
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	358
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	360
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	399
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	407
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	387
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	367
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	375
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	369
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	387
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	404
2017 Q4	$7K	Buy	+200	New	+$7K	﹤0.01%	423

Other funds holding DGRS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

ACWM

Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

1834 Investment Advisors's DGRS Position: Q4 2020 in Review

1834 Investment Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2020, closing a stake of 200 shares — an estimated $6K sold.

1834 Investment Advisors first reported a position in DGRS in Q4 2017 and held it in 12 quarters. The position peaked at $8K in Q4 2019. 60 funds tracked by Wall St. Rank hold DGRS as of Q4 2020.

1834 Investment Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 200 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2020, an estimated $6K.
1834 Investment Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and held it in 12 quarters.
1834 Investment Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $8K in Q4 2019.
60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.