Adams Chetwood Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$4.62M	Buy	103,457 +632	+0.6%	+$28.6K	2.62%	7
2021 Q4	$4.89M	Buy	102,825 +718	+0.7%	+$33.5K	3.32%	6
2021 Q3	$4.53M	Sell	102,107 -650	-0.6%	-$29.5K	3.28%	6
2021 Q2	$4.78M	Buy	102,757 +2,373	+2%	+$112K	3.37%	7
2021 Q1	$4.62M	Buy	100,384 +2,404	+2%	+$105K	3.52%	6
2020 Q4	$3.88M	Buy	97,980 +6,534	+7%	+$235K	3.21%	7
2020 Q3	$2.81M	Buy	91,446 +3,899	+4%	+$122K	2.7%	7
2020 Q2	$2.63M	Buy	87,547 +2,974	+4%	+$82.8K	2.67%	8
2020 Q1	$2.36M	Buy	84,573 +10,383	+14%	+$345K	2.77%	8
2019 Q4	$2.8M	Buy	+74,190	New	+$2.72M	2.86%	7

Other funds holding DGRS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Adams Chetwood Wealth Management's DGRS Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.61% in Q1 2022, buying an estimated $28.6K and bringing the position to 103,457 shares worth $4.62M. The position accounts for 2.62% of the portfolio, ranked #7.

Adams Chetwood Wealth Management first reported a position in DGRS in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.89M in Q4 2021. 74 funds tracked by Wall St. Rank hold DGRS as of Q1 2022.

Adams Chetwood Wealth Management held 103,457 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $4.62M as of Q1 2022.
Adams Chetwood Wealth Management bought 632 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2022, an estimated $28.6K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 2.62% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #7 holding.
Adams Chetwood Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.89M in Q4 2021.
74 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.