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Essex Savings Bank’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-2,974
Closed -$106K – 284
2019
Q2 		$106K Buy
2,974
+1,487
+100% +$52.3K 0.04% 336
2019
Q1 		$52K Hold
1,487
– – 0.03% 286
2018
Q4 		$46K Buy
+1,487
New +$51.1K 0.03% 301

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Essex Savings Bank's DGRS Position: Q3 2019 in Review

Essex Savings Bank sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2019, closing a stake of 2,974 shares — an estimated $106K sold.

Essex Savings Bank first reported a position in DGRS in Q4 2018 and held it in 3 quarters. The position peaked at $106K in Q2 2019. 55 funds tracked by Wall St. Rank hold DGRS as of Q3 2019.

  • Essex Savings Bank reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,974 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2019, an estimated $106K.
  • Essex Savings Bank first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $106K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.