Continuum Advisory’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Continuum Advisory’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 Q1	–	Sell	-31	Closed	-$1.59K	–	1745
2024 Q4	$1.59K	Hold	31	–	–	﹤0.01%	1489
2024 Q3	$1.68K	Buy	+31	New	+$1.54K	﹤0.01%	1502

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

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

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

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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

Continuum Advisory's DGRS Position: Q1 2025 in Review

Continuum Advisory sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 31 shares — an estimated $1.59K sold.

Continuum Advisory first reported a position in DGRS in Q3 2024 and held it in 2 quarters. The position peaked at $1.68K in Q3 2024. 122 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

Continuum Advisory reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 31 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $1.59K.
Continuum Advisory first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and held it in 2 quarters.
Continuum Advisory's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.68K in Q3 2024.
122 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.