Cardan Capital Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cardan Capital Partners’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 Q1	–	Sell	-157,082	Closed	-$5.92M	–	195
2019 Q4	$5.92M	Sell	157,082 -445	-0.3%	-$16.3K	0.79%	40
2019 Q3	$5.61M	Buy	157,527 +645	+0.4%	+$22.4K	0.8%	39
2019 Q2	$5.57M	Buy	156,882 +7,207	+5%	+$253K	0.85%	37
2019 Q1	$5.19M	Buy	+149,675	New	+$5.2M	0.84%	37

Other funds holding DGRS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

LCM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardan Capital Partners's DGRS Position: Q1 2020 in Review

Cardan Capital Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2020, closing a stake of 157,082 shares — an estimated $5.92M sold.

Cardan Capital Partners first reported a position in DGRS in Q1 2019 and held it in 4 quarters. The position peaked at $5.92M in Q4 2019. 56 funds tracked by Wall St. Rank hold DGRS as of Q1 2020.

Cardan Capital Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Cardan Capital Partners sold 157,082 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2020, an estimated $5.92M.
Cardan Capital Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2019 and held it in 4 quarters.
Cardan Capital Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $5.92M in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2020.

Based on Cardan Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.