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

Simplicity Solutions’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
Q2 		– Sell
-8,218
Closed -$207K – 886
2020
Q1 		$207K Buy
8,218
+1,052
+15% +$34.9K 0.01% 682
2019
Q4 		$270K Buy
7,166
+1,427
+25% +$52.3K 0.01% 703
2019
Q3 		$204K Buy
+5,739
New +$200K 0.01% 679

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
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Simplicity Solutions's DGRS Position: Q2 2020 in Review

Simplicity Solutions sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2020, closing a stake of 8,218 shares — an estimated $207K sold.

Simplicity Solutions first reported a position in DGRS in Q3 2019 and held it in 3 quarters. The position peaked at $270K in Q4 2019. 53 funds tracked by Wall St. Rank hold DGRS as of Q2 2020.

  • Simplicity Solutions reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 8,218 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2020, an estimated $207K.
  • Simplicity Solutions first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2019 and held it in 3 quarters.
  • Simplicity Solutions's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $270K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.