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Camarda Financial Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Camarda Financial 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
2019
Q2 		– Sell
-280
Closed -$10K – 504
2019
Q1 		$10K Buy
+280
New +$9.72K 0.02% 182

Other funds holding DGRS

LW
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CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Camarda Financial Advisors's DGRS Position: Q2 2019 in Review

Camarda Financial Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2019, closing a stake of 280 shares — an estimated $10K sold.

Camarda Financial Advisors first reported a position in DGRS in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 55 funds tracked by Wall St. Rank hold DGRS as of Q2 2019.

  • Camarda Financial Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 280 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2019, an estimated $10K.
  • Camarda Financial Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2019 and held it in 1 quarter.
  • Camarda Financial Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $10K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2019.

Based on Camarda Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.