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

Front Row 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
Q3 		– Sell
-121
Closed -$5.7K – 597
2024
Q2 		$5.7K Hold
121
– – ﹤0.01% 700
2024
Q1 		$6.01K Buy
+121
New +$5.69K ﹤0.01% 696
2023
Q4 		– Sell
-121
Closed -$4.98K – 565
2023
Q3 		$4.98K Hold
121
– – ﹤0.01% 669
2023
Q2 		$5K Hold
121
– – ﹤0.01% 659
2023
Q1 		$5K Hold
121
– – ﹤0.01% 659
2022
Q4 		$5K Hold
121
– – ﹤0.01% 629
2022
Q3 		$4K Hold
121
– – ﹤0.01% 685
2022
Q2 		$5K Hold
121
– – ﹤0.01% 663
2022
Q1 		$5K Hold
121
– – ﹤0.01% 713
2021
Q4 		$6K Hold
121
– – ﹤0.01% 692
2021
Q3 		$5K Hold
121
– – ﹤0.01% 727
2021
Q2 		$5K Hold
121
– – ﹤0.01% 730
2021
Q1 		$6K Hold
121
– – ﹤0.01% 672
2020
Q4 		$5K Sell
121
-41
-25% -$1.47K ﹤0.01% 675
2020
Q3 		$6K Hold
162
– – ﹤0.01% 636
2020
Q2 		$5K Hold
162
– – ﹤0.01% 620
2020
Q1 		$5K Buy
+162
New +$5.38K ﹤0.01% 609
2019
Q3 		– Sell
-132
Closed -$5K – 952
2019
Q2 		$5K Hold
132
– – ﹤0.01% 572
2019
Q1 		$5K Hold
132
– – ﹤0.01% 576
2018
Q4 		$4K Hold
132
– – ﹤0.01% 583
2018
Q3 		$4 Hold
132
– – ﹤0.01% 597
2018
Q2 		$5 Hold
132
– – ﹤0.01% 585
2018
Q1 		$5K Sell
132
-5
-4% -$176 ﹤0.01% 558
2017
Q4 		$5K Buy
+137
New +$4.79K ﹤0.01% 527

Other funds holding DGRS

LPL Financial
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Front Row Advisors's DGRS Position: Q3 2024 in Review

Front Row Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2024, closing a stake of 121 shares — an estimated $5.7K sold.

Front Row Advisors first reported a position in DGRS in Q4 2017 and held it in 24 quarters. The position peaked at $6.01K in Q1 2024. 108 funds tracked by Wall St. Rank hold DGRS as of Q3 2024.

  • Front Row Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 121 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2024, an estimated $5.7K.
  • Front Row Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and held it in 24 quarters.
  • Front Row Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $6.01K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.