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

My Legacy 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 Q3	–	Sell	-15,778	Closed	-$743K	–	200
2024 Q2	$743K	Sell	15,778 -1,202	-7%	-$57.5K	0.24%	113
2024 Q1	$843K	Sell	16,980 -1,049	-6%	-$49.3K	0.28%	101
2023 Q4	$824K	Buy	18,029 +7,395	+70%	+$313K	0.3%	102
2023 Q3	$421K	Buy	10,634 +263	+3%	+$11.3K	0.17%	155
2023 Q2	$453K	Buy	10,371 +559	+6%	+$22.8K	0.18%	156
2023 Q1	$402K	Sell	9,812 -370	-4%	-$16K	0.17%	160
2022 Q4	$474K	Sell	10,182 -1,891	-16%	-$76.4K	0.2%	156
2022 Q3	$450K	Buy	12,073 +1,782	+17%	+$72.8K	0.23%	153
2022 Q2	$407K	Buy	+10,291	New	+$434K	0.2%	160

Other funds holding DGRS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

My Legacy Advisors's DGRS Position: Q3 2024 in Review

My Legacy Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2024, closing a stake of 15,778 shares — an estimated $743K sold.

My Legacy Advisors first reported a position in DGRS in Q2 2022 and held it in 9 quarters. The position peaked at $843K in Q1 2024. 108 funds tracked by Wall St. Rank hold DGRS as of Q3 2024.

My Legacy Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
My Legacy Advisors sold 15,778 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2024, an estimated $743K.
My Legacy Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2022 and held it in 9 quarters.
My Legacy Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $843K in Q1 2024.
108 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.