MSI Financial Services’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

MSI Financial Services’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
2014 Q1	–	Sell	-310	Closed	-$9K	–	2527
2013 Q4	$9K	Buy	310 +160	+107%	+$4.37K	﹤0.01%	1732
2013 Q3	$4K	Buy	+150	New	+$3.81K	﹤0.01%	1755

Other funds holding DGRS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

MSI Financial Services's DGRS Position: Q1 2014 in Review

MSI Financial Services sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2014, closing a stake of 310 shares — an estimated $9K sold.

MSI Financial Services first reported a position in DGRS in Q3 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 6 funds tracked by Wall St. Rank hold DGRS as of Q1 2014.

MSI Financial Services reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2014 after selling out during the quarter.
MSI Financial Services sold 310 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2014, an estimated $9K.
MSI Financial Services first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2013 and held it in 2 quarters.
MSI Financial Services's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $9K in Q4 2013.
6 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2014.

Based on MSI Financial Services's 13F filing for Q1 2014, filed 30 Apr 2014.