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

Insight 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
2023 Q2	–	Sell	-6,858	Closed	-$285K	–	296
2023 Q1	$285K	Sell	6,858 -2,207	-24%	-$95.4K	0.07%	233
2022 Q4	$366K	Sell	9,065 -2,031	-18%	-$82K	0.13%	214
2022 Q3	$399K	Buy	11,096 +260	+2%	+$10.6K	0.16%	171
2022 Q2	$460K	Buy	10,836 +3,120	+40%	+$132K	0.16%	165
2022 Q1	$344K	Buy	7,716 +1,298	+20%	+$58.8K	0.1%	233
2021 Q4	$305K	Buy	6,418 +1,101	+21%	+$51.3K	0.09%	252
2021 Q3	$252K	Buy	+5,317	New	+$241K	0.08%	272

Other funds holding DGRS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Insight Advisors's DGRS Position: Q2 2023 in Review

Insight Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2023, closing a stake of 6,858 shares — an estimated $285K sold.

Insight Advisors first reported a position in DGRS in Q3 2021 and held it in 7 quarters. The position peaked at $460K in Q2 2022. 83 funds tracked by Wall St. Rank hold DGRS as of Q2 2023.

Insight Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Insight Advisors sold 6,858 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2023, an estimated $285K.
Insight Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2021 and held it in 7 quarters.
Insight Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $460K in Q2 2022.
83 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.