GAM
Gemmer Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24,318
| Closed | -$869K | – | 1462 |
|
|
2017
Q4 | $869K | Buy |
24,318
+119
| +0.5% | +$4.25K | 0.3% | 48 |
|
|
2017
Q3 | $835K | Sell |
24,199
-87,318
| -78% | -$3.01M | 0.32% | 48 |
|
|
2017
Q2 | $3.71M | Buy |
111,517
+392
| +0.4% | +$13K | 1.55% | 17 |
|
|
2017
Q1 | $3.68M | Buy |
111,125
+329
| +0.3% | +$10.9K | 1.64% | 17 |
|
|
2016
Q4 | $3.77M | Buy |
110,796
+306
| +0.3% | +$10.4K | 1.89% | 15 |
|
|
2016
Q3 | $3.41M | Buy |
+110,490
| New | +$3.41M | 1.74% | 15 |
|