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

Amplius 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
2022
Q1 		– Sell
-3,000
Closed -$142K – 347
2021
Q4 		$142K Buy
+3,000
New +$140K 0.02% 212

Other funds holding DGRS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Amplius Wealth Advisors's DGRS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2022, closing a stake of 3,000 shares — an estimated $142K sold.

Amplius Wealth Advisors first reported a position in DGRS in Q4 2021 and held it in 1 quarter. The position peaked at $142K in Q4 2021. 74 funds tracked by Wall St. Rank hold DGRS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 3,000 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2022, an estimated $142K.
  • Amplius Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $142K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.