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

MAS 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
2025
Q3 		$1.03M Sell
20,533
-271
-1% -$13.4K 1.62% 18
2025
Q2 		$968K Sell
20,804
-29,706
-59% -$1.34M 1.58% 17
2025
Q1 		$2.35M Buy
50,510
+15,704
+45% +$782K 3.61% 10
2024
Q4 		$1.78M Buy
+34,806
New +$1.84M 2.99% 11

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

MAS Advisors's DGRS Position: Q3 2025 in Review

MAS Advisors reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 1.3% in Q3 2025, selling an estimated $13.4K and leaving 20,533 shares worth $1.03M. The position accounts for 1.62% of the portfolio, ranked #18.

MAS Advisors first reported a position in DGRS in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.35M in Q1 2025. 125 funds tracked by Wall St. Rank hold DGRS as of Q3 2025.

  • MAS Advisors held 20,533 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.03M as of Q3 2025.
  • MAS Advisors sold 271 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2025, an estimated $13.4K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 1.62% of MAS Advisors's portfolio in Q3 2025, its #18 holding.
  • MAS Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 4 quarters since.
  • MAS Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.35M in Q1 2025.
  • 125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.