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Sutton Wealth Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Sutton Wealth 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
2016
Q2 		– Sell
-27
Closed -$762 – 1035
2016
Q1 		$762 Buy
+27
New +$692 ﹤0.01% 931

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 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

Sutton Wealth Advisors's DGRS Position: Q2 2016 in Review

Sutton Wealth Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2016, closing a stake of 27 shares — an estimated $762 sold.

Sutton Wealth Advisors first reported a position in DGRS in Q1 2016 and held it in 1 quarter. The position peaked at $762 in Q1 2016. 18 funds tracked by Wall St. Rank hold DGRS as of Q2 2016.

  • Sutton Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2016 after selling out during the quarter.
  • Sutton Wealth Advisors sold 27 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2016, an estimated $762.
  • Sutton Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2016 and held it in 1 quarter.
  • Sutton Wealth Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $762 in Q1 2016.
  • 18 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2016.

Based on Sutton Wealth Advisors's 13F filing for Q2 2016, filed 6 Nov 2023.