Winslow Evans & Crocker’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-865	Closed	-$26K	–	1101
2020 Q2	$26K	Sell	865 -1	-0.1%	-$28	0.01%	566
2020 Q1	$22K	Hold	866	–	–	0.01%	557
2019 Q4	$34K	Hold	866	–	–	0.01%	569
2019 Q3	$32K	Hold	866	–	–	0.01%	576
2019 Q2	$32K	Hold	866	–	–	0.01%	592
2019 Q1	$30K	Hold	866	–	–	0.01%	587
2018 Q4	$28K	Hold	866	–	–	0.01%	563
2018 Q3	$34K	Buy	866 +676	+356%	+$25.5K	0.01%	551
2018 Q2	$8K	Hold	190	–	–	﹤0.01%	831
2018 Q1	$6.53K	Hold	190	–	–	﹤0.01%	872
2017 Q4	$6.79K	Buy	+190	New	+$6.65K	﹤0.01%	881

Other funds holding DGRS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Winslow Evans & Crocker's DGRS Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2020, closing a stake of 865 shares — an estimated $26K sold.

Winslow Evans & Crocker first reported a position in DGRS in Q4 2017 and held it in 11 quarters. The position peaked at $34K in Q4 2019. 52 funds tracked by Wall St. Rank hold DGRS as of Q3 2020.

Winslow Evans & Crocker reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 865 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2020, an estimated $26K.
Winslow Evans & Crocker first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and held it in 11 quarters.
Winslow Evans & Crocker's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $34K in Q4 2019.
52 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.