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

Avantax Advisory Services’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
2025 Q1	–	Sell	-4,240	Closed	-$217K	–	2248
2024 Q4	$217K	Buy	4,240 +3	+0.1%	+$159	﹤0.01%	2001
2024 Q3	$218K	Sell	4,237 -713	-14%	-$35.4K	﹤0.01%	1959
2024 Q2	$233K	Buy	4,950 +718	+17%	+$34.3K	﹤0.01%	1863
2024 Q1	$210K	Buy	+4,232	New	+$199K	﹤0.01%	1517
2020 Q1	–	Sell	-64,085	Closed	-$2.42M	–	817
2019 Q4	$2.42M	Buy	64,085 +74	+0.1%	+$2.71K	0.06%	186
2019 Q3	$2.27M	Buy	+64,011	New	+$2.23M	0.09%	117

Other funds holding DGRS

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LCM

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

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

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

Avantax Advisory Services's DGRS Position: Q1 2025 in Review

Avantax Advisory Services sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 4,240 shares — an estimated $217K sold.

Avantax Advisory Services first reported a position in DGRS in Q3 2019 and held it in 6 quarters. The position peaked at $2.42M in Q4 2019. 122 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

Avantax Advisory Services reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 4,240 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $217K.
Avantax Advisory Services first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2019 and held it in 6 quarters.
Avantax Advisory Services's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.42M in Q4 2019.
122 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.