Emerson Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Emerson Investment Management’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$980K	Sell	31,335 -225	-0.7%	-$6.62K	0.19%	75
2015 Q4	$958K	Buy	+31,560	New	+$967K	0.19%	74

Other funds holding DGRW

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

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

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

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

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Emerson Investment Management's DGRW Position: Q1 2016 in Review

Emerson Investment Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.71% in Q1 2016, selling an estimated $6.62K and leaving 31,335 shares worth $980K. The position accounts for 0.19% of the portfolio, ranked #75.

Emerson Investment Management first reported a position in DGRW in Q4 2015 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold DGRW as of Q1 2016.

Emerson Investment Management held 31,335 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $980K as of Q1 2016.
Emerson Investment Management sold 225 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2016, an estimated $6.62K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.19% of Emerson Investment Management's portfolio in Q1 2016, its #75 holding.
Emerson Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2015 and has held it in 2 quarters since.
66 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.