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Curi Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Curi Wealth 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
2022
Q2 		– Sell
-176
Closed -$7K – 646
2022
Q1 		$7K Buy
+176
New +$7.97K ﹤0.01% 389

Other funds holding DGRS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Curi Wealth Management's DGRS Position: Q2 2022 in Review

Curi Wealth Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2022, closing a stake of 176 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in DGRS in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 83 funds tracked by Wall St. Rank hold DGRS as of Q2 2022.

  • Curi Wealth Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Curi Wealth Management sold 176 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2022 and held it in 1 quarter.
  • Curi Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.