Financial Engines Advisors
DGRS icon

Financial Engines Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Financial Engines Advisors’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
2018
Q4 		– Sell
-76
Closed -$3K – 121
2018
Q3 		$3K Buy
+76
New +$2.87K ﹤0.01% 134

Other funds holding DGRS

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AW
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Financial Engines Advisors's DGRS Position: Q4 2018 in Review

Financial Engines Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2018, closing a stake of 76 shares — an estimated $3K sold.

Financial Engines Advisors first reported a position in DGRS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 49 funds tracked by Wall St. Rank hold DGRS as of Q4 2018.

  • Financial Engines Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 76 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2018, an estimated $3K.
  • Financial Engines Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2018 and held it in 1 quarter.
  • Financial Engines Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $3K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.