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GTS Securities’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

GTS Securities’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
2023
Q3 		– Sell
-10,577
Closed -$449K – 3946
2023
Q2 		$449K Buy
+10,577
New +$432K 0.01% 705

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GTS Securities's DGRS Position: Q3 2023 in Review

GTS Securities sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2023, closing a stake of 10,577 shares — an estimated $449K sold.

GTS Securities first reported a position in DGRS in Q2 2023 and held it in 1 quarter. The position peaked at $449K in Q2 2023. 85 funds tracked by Wall St. Rank hold DGRS as of Q3 2023.

  • GTS Securities reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
  • GTS Securities sold 10,577 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2023, an estimated $449K.
  • GTS Securities first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2023 and held it in 1 quarter.
  • GTS Securities's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $449K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2023.

Based on GTS Securities's 13F filing for Q3 2023, filed 15 Nov 2023.