Money Concepts Capital’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-483	Closed	-$19.4K	–	1043
2022 Q4	$19.4K	Buy	483 +111	+30%	+$4.48K	﹤0.01%	1695
2022 Q3	$13K	Hold	372	–	–	﹤0.01%	1001
2022 Q2	$15K	Sell	372 -55	-13%	-$2.32K	﹤0.01%	946
2022 Q1	$19K	Buy	427 +130	+44%	+$5.89K	﹤0.01%	1631
2021 Q4	$14K	Buy	+297	New	+$13.8K	﹤0.01%	662
2021 Q1	$11K	Hold	246	–	–	﹤0.01%	646
2020 Q4	$10K	Buy	+246	New	+$8.83K	﹤0.01%	598

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Money Concepts Capital's DGRS Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2023, closing a stake of 483 shares — an estimated $19.4K sold.

Money Concepts Capital first reported a position in DGRS in Q4 2020 and held it in 7 quarters. The position peaked at $19.4K in Q4 2022. 84 funds tracked by Wall St. Rank hold DGRS as of Q1 2023.

Money Concepts Capital reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 483 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2023, an estimated $19.4K.
Money Concepts Capital first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $19.4K in Q4 2022.
84 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.