LFG
DGRS icon

Larson Financial Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Larson Financial Group’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
2020
Q2 		– Sell
-540
Closed -$14K – 695
2020
Q1 		$14K Buy
+540
New +$17.9K 0.01% 250

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Larson Financial Group's DGRS Position: Q2 2020 in Review

Larson Financial Group sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2020, closing a stake of 540 shares — an estimated $14K sold.

Larson Financial Group first reported a position in DGRS in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 53 funds tracked by Wall St. Rank hold DGRS as of Q2 2020.

  • Larson Financial Group reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Larson Financial Group sold 540 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2020, an estimated $14K.
  • Larson Financial Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2020 and held it in 1 quarter.
  • Larson Financial Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $14K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2020.

Based on Larson Financial Group's 13F filing for Q2 2020, filed 10 Jul 2020.