Raab & Moskowitz Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-600	Closed	-$22K	–	222
2019 Q4	$22K	Buy	+600	New	+$22K	0.01%	332
2018 Q4	–	Sell	-600	Closed	-$22K	–	233
2018 Q3	$22K	Buy	+600	New	+$22.7K	0.01%	339
2015 Q1	–	Sell	-600	Closed	-$18K	–	174
2014 Q4	$18K	Buy	+600	New	+$16.9K	0.01%	282

Other funds holding DGRS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJA

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

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

Raab & Moskowitz Asset Management's DGRS Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2020, closing a stake of 600 shares — an estimated $22K sold.

Raab & Moskowitz Asset Management first reported a position in DGRS in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 56 funds tracked by Wall St. Rank hold DGRS as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 600 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2020, an estimated $22K.
Raab & Moskowitz Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $22K in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.