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

SignatureFD’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
-322
Closed -$12K – 2311
2019
Q4 		$12K Hold
322
– – ﹤0.01% 1413
2019
Q3 		$11K Hold
322
– – ﹤0.01% 1404
2019
Q2 		$11K Buy
+322
New +$11.3K ﹤0.01% 1378

Other funds holding DGRS

LW
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SignatureFD's DGRS Position: Q1 2020 in Review

SignatureFD sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2020, closing a stake of 322 shares — an estimated $12K sold.

SignatureFD first reported a position in DGRS in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 56 funds tracked by Wall St. Rank hold DGRS as of Q1 2020.

  • SignatureFD reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
  • SignatureFD sold 322 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2020, an estimated $12K.
  • SignatureFD first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2019 and held it in 3 quarters.
  • SignatureFD's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $12K 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 SignatureFD's 13F filing for Q1 2020, filed 23 Apr 2020.