Cetera Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cetera Advisors’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 Q1	$416K	Sell	8,379 -5,648	-40%	-$266K	﹤0.01%	1723
2023 Q4	$665K	Buy	+14,027	New	+$594K	0.01%	970
2021 Q4	–	Sell	-5,484	Closed	-$243K	–	1458
2021 Q3	$243K	Sell	5,484 -1,611	-23%	-$73K	﹤0.01%	1214
2021 Q2	$330K	Buy	7,095 +291	+4%	+$13.7K	0.01%	1007
2021 Q1	$313K	Buy	+6,804	New	+$298K	0.01%	930

Other funds holding DGRS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

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

Cetera Advisors's DGRS Position: Q1 2024 in Review

Cetera Advisors reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 40% in Q1 2024, selling an estimated $266K and leaving 8,379 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Cetera Advisors first reported a position in DGRS in Q1 2021 and has held it in 5 quarters since. The position peaked at $665K in Q4 2023. 96 funds tracked by Wall St. Rank hold DGRS as of Q1 2024.

Cetera Advisors held 8,379 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $416K as of Q1 2024.
Cetera Advisors sold 5,648 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2024, an estimated $266K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1723 holding.
Cetera Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2021 and has held it in 5 quarters since.
Cetera Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $665K in Q4 2023.
96 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.