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

MCF 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
2020 Q1	–	Sell	-7	Closed	–	–	461
2019 Q4	$0	Sell	7 -3	-30%	-$110	﹤0.01%	451
2019 Q3	$0	Sell	10 -4	-29%	-$139	﹤0.01%	453
2019 Q2	$0	Buy	14 +1	+8%	+$35	﹤0.01%	451
2019 Q1	$0	Sell	13 -13	-50%	-$451	﹤0.01%	460
2018 Q4	$1K	Buy	26 +1	+4%	+$34	﹤0.01%	463
2018 Q3	$1K	Sell	25 -3	-11%	-$113	﹤0.01%	457
2018 Q2	$1K	Buy	28 +1	+4%	+$36	﹤0.01%	421
2018 Q1	$1K	Sell	27 -4	-13%	-$141	﹤0.01%	431
2017 Q4	$1K	Hold	31	–	–	﹤0.01%	441
2017 Q3	$1K	Buy	+31	New	+$1.02K	﹤0.01%	468

Other funds holding DGRS

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

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCF Advisors's DGRS Position: Q1 2020 in Review

MCF Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2020, closing a stake of 7 shares.

MCF Advisors first reported a position in DGRS in Q3 2017 and held it in 10 quarters. The position peaked at $1K in Q4 2018. 56 funds tracked by Wall St. Rank hold DGRS as of Q1 2020.

MCF Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
MCF Advisors sold 7 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2020.
MCF Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2017 and held it in 10 quarters.
MCF Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1K in Q4 2018.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2020.

Based on MCF Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.