Advisor Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Advisor Group’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
2019 Q4	$156K	Buy	4,151 +5	+0.1%	+$183	﹤0.01%	2591
2019 Q3	$148K	Buy	4,146 +89	+2%	+$3.09K	﹤0.01%	2561
2019 Q2	$144K	Sell	4,057 -67	-2%	-$2.35K	﹤0.01%	2571
2019 Q1	$143K	Buy	4,124 +7	+0.2%	+$243	﹤0.01%	2558
2018 Q4	$128K	Buy	4,117 +642	+18%	+$22.1K	﹤0.01%	2431
2018 Q3	$131K	Hold	3,475	–	–	﹤0.01%	2538
2018 Q2	$127K	Hold	3,475	–	–	﹤0.01%	2332
2018 Q1	$119K	Hold	3,475	–	–	﹤0.01%	2417
2017 Q4	$124K	Hold	3,475	–	–	﹤0.01%	2402
2017 Q3	$120K	Hold	3,475	–	–	﹤0.01%	2254
2017 Q2	$116K	Hold	3,475	–	–	﹤0.01%	2177
2017 Q1	$115K	Hold	3,475	–	–	﹤0.01%	2062
2016 Q4	$118K	Hold	3,475	–	–	﹤0.01%	1955
2016 Q3	$107K	Hold	3,475	–	–	﹤0.01%	1955
2016 Q2	$99K	Buy	+3,475	New	+$97.9K	﹤0.01%	1935

Other funds holding DGRS

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJFSA

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

ACWM

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

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's DGRS Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.12% in Q4 2019, buying an estimated $183 and bringing the position to 4,151 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Advisor Group first reported a position in DGRS in Q2 2016 and has held it in 15 quarters since. 60 funds tracked by Wall St. Rank hold DGRS as of Q4 2019.

Advisor Group held 4,151 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $156K as of Q4 2019.
Advisor Group bought 5 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2019, an estimated $183.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2591 holding.
Advisor Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2016 and has held it in 15 quarters since.
60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.