Moloney Securities Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Moloney Securities Asset Management’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
2021 Q3	–	Sell	-4,380	Closed	-$204K	–	438
2021 Q2	$204K	Hold	4,380	–	–	0.04%	395
2021 Q1	$202K	Buy	+4,380	New	+$192K	0.04%	380

Other funds holding DGRS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACWM

Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

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

Moloney Securities Asset Management's DGRS Position: Q3 2021 in Review

Moloney Securities Asset Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2021, closing a stake of 4,380 shares — an estimated $204K sold.

Moloney Securities Asset Management first reported a position in DGRS in Q1 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 67 funds tracked by Wall St. Rank hold DGRS as of Q3 2021.

Moloney Securities Asset Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 4,380 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2021, an estimated $204K.
Moloney Securities Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2021 and held it in 2 quarters.
Moloney Securities Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $204K in Q2 2021.
67 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2021.

Based on Moloney Securities Asset Management's 13F filing for Q3 2021, filed 27 Oct 2021.