Dynamic Advisor Solutions’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Dynamic Advisor Solutions’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
2021 Q3	–	Sell	-4,410	Closed	-$205K	–	767
2021 Q2	$205K	Sell	4,410 -110	-2%	-$5.18K	0.02%	670
2021 Q1	$208K	Sell	4,520 -1,140	-20%	-$49.9K	0.02%	606
2020 Q4	$224K	Sell	5,660 -976	-15%	-$35K	0.02%	565
2020 Q3	$204K	Buy	+6,636	New	+$208K	0.02%	524

Other funds holding DGRS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACWM

Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

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

Dynamic Advisor Solutions's DGRS Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2021, closing a stake of 4,410 shares — an estimated $205K sold.

Dynamic Advisor Solutions first reported a position in DGRS in Q3 2020 and held it in 4 quarters. The position peaked at $224K in Q4 2020. 67 funds tracked by Wall St. Rank hold DGRS as of Q3 2021.

Dynamic Advisor Solutions reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,410 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2021, an estimated $205K.
Dynamic Advisor Solutions first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2020 and held it in 4 quarters.
Dynamic Advisor Solutions's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $224K in Q4 2020.
67 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.