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

Concurrent Investment 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
2025 Q3	–	Sell	-4,839	Closed	-$225K	–	1524
2025 Q2	$225K	Sell	4,839 -2,811	-37%	-$126K	﹤0.01%	1209
2025 Q1	$356K	Buy	+7,650	New	+$381K	0.01%	848

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

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

SFGP

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Concurrent Investment Advisors's DGRS Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2025, closing a stake of 4,839 shares — an estimated $225K sold.

Concurrent Investment Advisors first reported a position in DGRS in Q1 2025 and held it in 2 quarters. The position peaked at $356K in Q1 2025. 125 funds tracked by Wall St. Rank hold DGRS as of Q3 2025.

Concurrent Investment Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 4,839 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2025, an estimated $225K.
Concurrent Investment Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2025 and held it in 2 quarters.
Concurrent Investment Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $356K in Q1 2025.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.