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Impact Partnership Wealth’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Impact Partnership Wealth’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 		– Sell
-166
Closed -$8.24K – 321
2024
Q1 		$8.24K Hold
166
– – ﹤0.01% 463
2023
Q4 		$7.88K Hold
166
– – ﹤0.01% 524
2023
Q3 		$6.84K Buy
+166
New +$7.14K ﹤0.01% 652

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

Impact Partnership Wealth's DGRS Position: Q2 2024 in Review

Impact Partnership Wealth sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2024, closing a stake of 166 shares — an estimated $8.24K sold.

Impact Partnership Wealth first reported a position in DGRS in Q3 2023 and held it in 3 quarters. The position peaked at $8.24K in Q1 2024. 102 funds tracked by Wall St. Rank hold DGRS as of Q2 2024.

  • Impact Partnership Wealth reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 166 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2024, an estimated $8.24K.
  • Impact Partnership Wealth first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $8.24K 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 Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.