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Polaris Wealth Advisory Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-11
Closed – – 218
2018
Q3 		$0 Buy
11
+8
+267% +$302 ﹤0.01% 515
2018
Q2 		$0 Hold
3
– – ﹤0.01% 298
2018
Q1 		$0 Buy
+3
New +$106 ﹤0.01% 460

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Polaris Wealth Advisory Group's DGRS Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2018, closing a stake of 11 shares.

Polaris Wealth Advisory Group first reported a position in DGRS in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 49 funds tracked by Wall St. Rank hold DGRS as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 11 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2018.
  • Polaris Wealth Advisory Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $0 in Q3 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.