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Live Your Vision’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Live Your Vision’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
2015
Q4 		– Sell
-24
Closed -$1K – 126
2015
Q3 		$1K Buy
+24
New +$669 ﹤0.01% 302

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Live Your Vision's DGRS Position: Q4 2015 in Review

Live Your Vision sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2015, closing a stake of 24 shares — an estimated $1K sold.

Live Your Vision first reported a position in DGRS in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 16 funds tracked by Wall St. Rank hold DGRS as of Q4 2015.

  • Live Your Vision reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2015 after selling out during the quarter.
  • Live Your Vision sold 24 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2015, an estimated $1K.
  • Live Your Vision first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2015 and held it in 1 quarter.
  • Live Your Vision's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1K in Q3 2015.
  • 16 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.