CIBC World Market
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CIBC World Market’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

CIBC World Market’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
2024
Q1 		– Sell
-17,727
Closed -$841K – 1315
2023
Q4 		$841K Buy
+17,727
New +$750K ﹤0.01% 808

Other funds holding DGRS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC World Market's DGRS Position: Q1 2024 in Review

CIBC World Market sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2024, closing a stake of 17,727 shares — an estimated $841K sold.

CIBC World Market first reported a position in DGRS in Q4 2023 and held it in 1 quarter. The position peaked at $841K in Q4 2023. 96 funds tracked by Wall St. Rank hold DGRS as of Q1 2024.

  • CIBC World Market reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • CIBC World Market sold 17,727 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2024, an estimated $841K.
  • CIBC World Market first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
  • CIBC World Market's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $841K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2024.

Based on CIBC World Market's 13F filing for Q1 2024, filed 13 May 2024.