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

Cetera Advisor Networks’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
Q3 		– Sell
-624
Closed -$19K – 1634
2020
Q2 		$19K Buy
+624
New +$17.4K ﹤0.01% 2408

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Cetera Advisor Networks's DGRS Position: Q3 2020 in Review

Cetera Advisor Networks sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2020, closing a stake of 624 shares — an estimated $19K sold.

Cetera Advisor Networks first reported a position in DGRS in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 52 funds tracked by Wall St. Rank hold DGRS as of Q3 2020.

  • Cetera Advisor Networks reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 624 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2020, an estimated $19K.
  • Cetera Advisor Networks first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $19K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.