First Allied Advisory Services’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-160	Closed	-$6K	–	1249
2019 Q3	$6K	Buy	+160	New	+$5.56K	﹤0.01%	1559

Other funds holding DGRS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACWM

Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

First Allied Advisory Services's DGRS Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2019, closing a stake of 160 shares — an estimated $6K sold.

First Allied Advisory Services first reported a position in DGRS in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 60 funds tracked by Wall St. Rank hold DGRS as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 160 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2019, an estimated $6K.
First Allied Advisory Services first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $6K in Q3 2019.
60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.