Fiduciary Services Corp’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$1.17M	Buy	37,374 +5,835	+19%	+$182K	0.38%	84
2014 Q4	$981K	Buy	31,539 +17,702	+128%	+$533K	0.34%	89
2014 Q3	$405K	Buy	13,837 +1,040	+8%	+$30.5K	0.15%	128
2014 Q2	$371K	Buy	+12,797	New	+$363K	0.14%	131

Other funds holding DGRW

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

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

GFG

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

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

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

JWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

PWAP

Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return

Fiduciary Services Corp's DGRW Position: Q1 2015 in Review

Fiduciary Services Corp increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 19% in Q1 2015, buying an estimated $182K and bringing the position to 37,374 shares worth $1.17M. The position accounts for 0.38% of the portfolio, ranked #84.

Fiduciary Services Corp first reported a position in DGRW in Q2 2014 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold DGRW as of Q1 2015.

Fiduciary Services Corp held 37,374 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.17M as of Q1 2015.
Fiduciary Services Corp bought 5,835 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2015, an estimated $182K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.38% of Fiduciary Services Corp's portfolio in Q1 2015, its #84 holding.
Fiduciary Services Corp first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2014 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.