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Armstrong Advisory Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Armstrong Advisory Group’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
2023
Q1 		– Sell
-241
Closed -$9.69K – 790
2022
Q4 		$9.69K Buy
+241
New +$9.73K ﹤0.01% 590

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Armstrong Advisory Group's DGRS Position: Q1 2023 in Review

Armstrong Advisory Group sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2023, closing a stake of 241 shares — an estimated $9.69K sold.

Armstrong Advisory Group first reported a position in DGRS in Q4 2022 and held it in 1 quarter. The position peaked at $9.69K in Q4 2022. 84 funds tracked by Wall St. Rank hold DGRS as of Q1 2023.

  • Armstrong Advisory Group reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 241 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2023, an estimated $9.69K.
  • Armstrong Advisory Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2022 and held it in 1 quarter.
  • Armstrong Advisory Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $9.69K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2023.

Based on Armstrong Advisory Group's 13F filing for Q1 2023, filed 7 Apr 2023.