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

MSI Financial Services’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-522	Closed	-$16K	–	3946
2016 Q1	$16K	Sell	522 -399	-43%	-$11.7K	﹤0.01%	2437
2015 Q4	$28K	Buy	+921	New	+$28.2K	﹤0.01%	2090
2015 Q1	–	Sell	-427	Closed	-$13K	–	3040
2014 Q4	$13K	Buy	+427	New	+$12.9K	﹤0.01%	1692
2014 Q1	–	Sell	-850	Closed	-$24K	–	2528
2013 Q4	$24K	Hold	850	–	–	﹤0.01%	1304
2013 Q3	$21K	Buy	850 +650	+325%	+$16.4K	﹤0.01%	1185
2013 Q2	$5K	Buy	+200	New	+$4.91K	﹤0.01%	1811

Other funds holding DGRW

Bank of America

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

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

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

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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

HighTower Advisors

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

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return