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YorkBridge Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-4,816
Closed -$171K – 282
2019
Q2 		$171K Sell
4,816
-750
-13% -$26.4K 0.08% 188
2019
Q1 		$193K Hold
5,566
– – 0.09% 165
2018
Q4 		$173K Sell
5,566
-700
-11% -$24.1K 0.09% 161
2018
Q3 		$233K Buy
6,266
+300
+5% +$11.3K 0.11% 155
2018
Q2 		$219K Hold
5,966
– – 0.1% 167
2018
Q1 		$206K Sell
5,966
-1,545
-21% -$54.5K 0.09% 174
2017
Q4 		$254K Sell
7,511
-3,152
-30% -$110K 0.12% 157
2017
Q3 		$368K Buy
10,663
+1,200
+13% +$39.5K 0.19% 111
2017
Q2 		$317K Buy
9,463
+110
+1% +$3.64K 0.17% 123
2017
Q1 		$315K Buy
+9,353
New +$313K 0.16% 123

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

YorkBridge Wealth Partners's DGRS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2019, closing a stake of 4,816 shares — an estimated $171K sold.

YorkBridge Wealth Partners first reported a position in DGRS in Q1 2017 and held it in 10 quarters. The position peaked at $368K in Q3 2017. 55 funds tracked by Wall St. Rank hold DGRS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,816 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2019, an estimated $171K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2017 and held it in 10 quarters.
  • YorkBridge Wealth Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $368K in Q3 2017.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.