Advisory Services Network’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-155	Closed	-$7.33K	–	1978
2023 Q4	$7.33K	Buy	+155	New	+$6.56K	﹤0.01%	2984

Other funds holding DGRS

PWS

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

RJA

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

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

Advisory Services Network's DGRS Position: Q1 2024 in Review

Advisory Services Network sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2024, closing a stake of 155 shares — an estimated $7.33K sold.

Advisory Services Network first reported a position in DGRS in Q4 2023 and held it in 1 quarter. The position peaked at $7.33K in Q4 2023. 96 funds tracked by Wall St. Rank hold DGRS as of Q1 2024.

Advisory Services Network reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 155 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2024, an estimated $7.33K.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
Advisory Services Network's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7.33K in Q4 2023.
96 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.