Newbridge Financial Services Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Newbridge Financial Services Group’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	-140	Closed	-$5.82K	–	1370
2023 Q1	$5.82K	Hold	140	–	–	﹤0.01%	1029
2022 Q4	$5.63K	Buy	140 +4	+3%	+$162	﹤0.01%	1040
2022 Q3	$5K	Buy	136 +2	+1%	+$82	﹤0.01%	1037
2022 Q2	$5K	Hold	134	–	–	﹤0.01%	1002
2022 Q1	$6K	Hold	134	–	–	﹤0.01%	1052
2021 Q4	$6K	Hold	134	–	–	﹤0.01%	1026
2021 Q3	$6K	Buy	134 +69	+106%	+$3.13K	﹤0.01%	970
2021 Q2	$3K	Buy	+65	New	+$3.06K	﹤0.01%	1207

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

Newbridge Financial Services Group's DGRS Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2023, closing a stake of 140 shares — an estimated $5.82K sold.

Newbridge Financial Services Group first reported a position in DGRS in Q2 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 83 funds tracked by Wall St. Rank hold DGRS as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 140 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2023, an estimated $5.82K.
Newbridge Financial Services Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $6K in Q1 2022.
83 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.