MUFG Americas’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-1,072	Closed	-$39K	–	187
2022 Q3	$39K	Hold	1,072	–	–	﹤0.01%	517
2022 Q2	$43K	Buy	+1,072	New	+$45.2K	﹤0.01%	526

Other funds holding DGRS

PWS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

MUFG Americas's DGRS Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2022, closing a stake of 1,072 shares — an estimated $39K sold.

MUFG Americas first reported a position in DGRS in Q2 2022 and held it in 2 quarters. The position peaked at $43K in Q2 2022. 83 funds tracked by Wall St. Rank hold DGRS as of Q4 2022.

MUFG Americas reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 1,072 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2022, an estimated $39K.
MUFG Americas first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2022 and held it in 2 quarters.
MUFG Americas's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $43K in Q2 2022.
83 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.