Boston Financial Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Boston Financial 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
2024 Q4	$2.5M	Buy	48,860 +383	+0.8%	+$20.3K	0.08%	133
2024 Q3	$2.5M	Buy	48,477 +2,807	+6%	+$139K	0.07%	133
2024 Q2	$2.15M	Buy	45,670 +1,210	+3%	+$57.9K	0.07%	136
2024 Q1	$2.21M	Buy	44,460 +1,815	+4%	+$85.3K	0.07%	136
2023 Q4	$2.02M	Sell	42,645 -3,343	-7%	-$141K	0.07%	137
2023 Q3	$1.89M	Sell	45,988 -22	-0%	-$946	0.07%	136
2023 Q2	$1.95M	Buy	46,010 +382	+0.8%	+$15.6K	0.07%	141
2023 Q1	$1.9M	Buy	45,628 +2,423	+6%	+$105K	0.07%	142
2022 Q4	$1.74M	Buy	+43,205	New	+$1.75M	0.07%	144

Other funds holding DGRS

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

SFGP

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Boston Financial Management's DGRS Position: Q4 2024 in Review

Boston Financial Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.79% in Q4 2024, buying an estimated $20.3K and bringing the position to 48,860 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #133.

Boston Financial Management first reported a position in DGRS in Q4 2022 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold DGRS as of Q4 2024.

Boston Financial Management held 48,860 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.5M as of Q4 2024.
Boston Financial Management bought 383 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2024, an estimated $20.3K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.08% of Boston Financial Management's portfolio in Q4 2024, its #133 holding.
Boston Financial Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2022 and has held it in 9 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.