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

USCA RIA’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
Q1 		– Sell
-6,201
Closed -$222K – 442
2017
Q4 		$222K Buy
+6,201
New +$217K 0.02% 403

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
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SCA
Stokes Capital Advisors Greenwood, South Carolina $446M AUM 13.55% 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

USCA RIA's DGRS Position: Q1 2018 in Review

USCA RIA sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2018, closing a stake of 6,201 shares — an estimated $222K sold.

USCA RIA first reported a position in DGRS in Q4 2017 and held it in 1 quarter. The position peaked at $222K in Q4 2017. 43 funds tracked by Wall St. Rank hold DGRS as of Q1 2018.

  • USCA RIA reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
  • USCA RIA sold 6,201 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2018, an estimated $222K.
  • USCA RIA first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and held it in 1 quarter.
  • USCA RIA's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $222K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2018.

Based on USCA RIA's 13F filing for Q1 2018, filed 9 May 2018.