Belpointe Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-113	Closed	-$4.7K	–	1239
2023 Q1	$4.7K	Hold	113	–	–	﹤0.01%	3037
2022 Q4	$4.54K	Buy	+113	New	+$4.57K	﹤0.01%	2970

Other funds holding DGRS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

LCM

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

Belpointe Asset Management's DGRS Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2023, closing a stake of 113 shares — an estimated $4.7K sold.

Belpointe Asset Management first reported a position in DGRS in Q4 2022 and held it in 2 quarters. The position peaked at $4.7K in Q1 2023. 83 funds tracked by Wall St. Rank hold DGRS as of Q2 2023.

Belpointe Asset Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 113 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2023, an estimated $4.7K.
Belpointe Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.7K in Q1 2023.
83 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.