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

KLR Investment 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 Q1	$1.67M	Buy	35,341 +1,168	+3%	+$54.9K	1.2%	14
2023 Q4	$1.62M	Sell	34,173 -220	-0.6%	-$9.31K	1.17%	15
2023 Q3	$1.43M	Sell	34,393 -1,159	-3%	-$49.8K	1.3%	16
2023 Q2	$1.51M	Buy	35,552 +1,135	+3%	+$46.3K	1.24%	16
2023 Q1	$1.43M	Buy	34,417 +1,446	+4%	+$62.5K	1.26%	16
2022 Q4	$1.33M	Buy	+32,971	New	+$1.33M	1.09%	19

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KLR Investment Advisors's DGRS Position: Q1 2024 in Review

KLR Investment Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.4% in Q1 2024, buying an estimated $54.9K and bringing the position to 35,341 shares worth $1.67M. The position accounts for 1.2% of the portfolio, ranked #14.

KLR Investment Advisors first reported a position in DGRS in Q4 2022 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold DGRS as of Q1 2024.

KLR Investment Advisors held 35,341 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.67M as of Q1 2024.
KLR Investment Advisors bought 1,168 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2024, an estimated $54.9K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 1.2% of KLR Investment Advisors's portfolio in Q1 2024, its #14 holding.
KLR Investment Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2022 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.