SEI Investments
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SEI Investments’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

SEI Investments’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
Q3 		– Sell
-67
Closed -$2K – 3224
2017
Q2 		$2K Buy
+67
New +$2.22K ﹤0.01% 2859

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

SEI Investments's DGRS Position: Q3 2017 in Review

SEI Investments sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2017, closing a stake of 67 shares — an estimated $2K sold.

SEI Investments first reported a position in DGRS in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 30 funds tracked by Wall St. Rank hold DGRS as of Q3 2017.

  • SEI Investments reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2017 after selling out during the quarter.
  • SEI Investments sold 67 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2017, an estimated $2K.
  • SEI Investments first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2017 and held it in 1 quarter.
  • SEI Investments's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2017.

Based on SEI Investments's 13F filing for Q3 2017, filed 6 Nov 2017.