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

Ameriprise’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
2014
Q4 		– Sell
-984
Closed -$27K – 3848
2014
Q3 		$27K Sell
984
-9,117
-90% -$255K ﹤0.01% 4319
2014
Q2 		$291K Buy
10,101
+230
+2% +$6.44K ﹤0.01% 3176
2014
Q1 		$281K Sell
9,871
-266
-3% -$7.39K ﹤0.01% 3124
2013
Q4 		$290K Buy
10,137
+18
+0.2% +$491 ﹤0.01% 3022
2013
Q3 		$263K Buy
+10,119
New +$257K ﹤0.01% 3069

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return

Ameriprise's DGRS Position: Q4 2014 in Review

Ameriprise sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2014, closing a stake of 984 shares — an estimated $27K sold.

Ameriprise first reported a position in DGRS in Q3 2013 and held it in 5 quarters. The position peaked at $291K in Q2 2014. 10 funds tracked by Wall St. Rank hold DGRS as of Q4 2014.

  • Ameriprise reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 984 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2014, an estimated $27K.
  • Ameriprise first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2013 and held it in 5 quarters.
  • Ameriprise's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $291K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.