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Farr Miller & Washington’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Farr Miller & Washington’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 		$246K Buy
+5,550
New +$252K 0.02% 170

Other funds holding DGRS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Farr Miller & Washington's DGRS Position: Q3 2021 in Review

Farr Miller & Washington opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2021: 5,550 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

67 funds tracked by Wall St. Rank hold DGRS as of Q3 2021.

  • Farr Miller & Washington held 5,550 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $246K as of Q3 2021.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Farr Miller & Washington position in Q3 2021.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of Farr Miller & Washington's portfolio in Q3 2021, its #170 holding.
  • 67 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.