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Avior Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-2,164
Closed -$89.1K – 1554
2023
Q3 		$89.1K Buy
2,164
+83
+4% +$3.57K 0.01% 650
2023
Q2 		$88.3K Buy
2,081
+241
+13% +$9.84K 0.01% 650
2023
Q1 		$76.5K Buy
+1,840
New +$79.6K 0.01% 684

Other funds holding DGRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LW
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

Avior Wealth Management's DGRS Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2023, closing a stake of 2,164 shares — an estimated $89.1K sold.

Avior Wealth Management first reported a position in DGRS in Q1 2023 and held it in 3 quarters. The position peaked at $89.1K in Q3 2023. 89 funds tracked by Wall St. Rank hold DGRS as of Q4 2023.

  • Avior Wealth Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 2,164 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2023, an estimated $89.1K.
  • Avior Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $89.1K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.