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

Seneca House 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
2018
Q3 		– Sell
-7,044
Closed -$258K – 100
2018
Q2 		$258K Sell
7,044
-5,040
-42% -$180K 0.21% 83
2018
Q1 		$415K Sell
12,084
-875
-7% -$30.8K 0.35% 70
2017
Q4 		$463K Buy
+12,959
New +$453K 0.4% 65

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seneca House Advisors's DGRS Position: Q3 2018 in Review

Seneca House Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2018, closing a stake of 7,044 shares — an estimated $258K sold.

Seneca House Advisors first reported a position in DGRS in Q4 2017 and held it in 3 quarters. The position peaked at $463K in Q4 2017. 46 funds tracked by Wall St. Rank hold DGRS as of Q3 2018.

  • Seneca House Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
  • Seneca House Advisors sold 7,044 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2018, an estimated $258K.
  • Seneca House Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and held it in 3 quarters.
  • Seneca House Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $463K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2018.

Based on Seneca House Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.