Pointe Capital Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Pointe Capital 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
2017 Q1	–	Sell	-25,825	Closed	-$878K	–	154
2016 Q4	$878K	Buy	+25,825	New	+$829K	0.5%	45

Other funds holding DGRS

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

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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CCA

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

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LCM

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

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

Pointe Capital Management's DGRS Position: Q1 2017 in Review

Pointe Capital Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2017, closing a stake of 25,825 shares — an estimated $878K sold.

Pointe Capital Management first reported a position in DGRS in Q4 2016 and held it in 1 quarter. The position peaked at $878K in Q4 2016. 25 funds tracked by Wall St. Rank hold DGRS as of Q1 2017.

Pointe Capital Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2017 after selling out during the quarter.
Pointe Capital Management sold 25,825 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2017, an estimated $878K.
Pointe Capital Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2016 and held it in 1 quarter.
Pointe Capital Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $878K in Q4 2016.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.