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

ICA Group 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
2024
Q2 		$27.8K Hold
591
– – 0.02% 314
2024
Q1 		$29.3K Hold
591
– – 0.01% 670
2023
Q4 		$28K Buy
+591
New +$25K 0.01% 642
2023
Q3 		– Sell
-290
Closed -$12.3K – 449
2023
Q2 		$12.3K Buy
+290
New +$11.8K ﹤0.01% 801

Other funds holding DGRS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

ICA Group Wealth Management's DGRS Position: Q2 2024 in Review

ICA Group Wealth Management held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2024 at 591 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #314.

ICA Group Wealth Management first reported a position in DGRS in Q2 2023 and has held it in 4 quarters since. The position peaked at $29.3K in Q1 2024. 102 funds tracked by Wall St. Rank hold DGRS as of Q2 2024.

  • ICA Group Wealth Management held 591 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $27.8K as of Q2 2024.
  • ICA Group Wealth Management left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2024.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #314 holding.
  • ICA Group Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $29.3K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.