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

Mutual 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
2021
Q1 		– Sell
-41,285
Closed -$1.63M – 786
2020
Q4 		$1.63M Buy
41,285
+4,535
+12% +$163K 0.12% 203
2020
Q3 		$1.13M Sell
36,750
-250
-0.7% -$7.82K 0.1% 219
2020
Q2 		$1.11M Buy
+37,000
New +$1.03M 0.11% 201

Other funds holding DGRS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mutual Advisors's DGRS Position: Q1 2021 in Review

Mutual Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2021, closing a stake of 41,285 shares — an estimated $1.63M sold.

Mutual Advisors first reported a position in DGRS in Q2 2020 and held it in 3 quarters. The position peaked at $1.63M in Q4 2020. 68 funds tracked by Wall St. Rank hold DGRS as of Q1 2021.

  • Mutual Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
  • Mutual Advisors sold 41,285 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2021, an estimated $1.63M.
  • Mutual Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2020 and held it in 3 quarters.
  • Mutual Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.63M in Q4 2020.
  • 68 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.