Parkside Financial Bank & Trust’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Parkside Financial Bank & Trust’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 Q1	–	Sell	-3,000	Closed	-$154K	–	2743
2024 Q4	$154K	Sell	3,000 -1,000	-25%	-$52.9K	0.02%	444
2024 Q3	$206K	Buy	+4,000	New	+$199K	0.03%	357

Other funds holding DGRS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LCM

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

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

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

Parkside Financial Bank & Trust's DGRS Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 3,000 shares — an estimated $154K sold.

Parkside Financial Bank & Trust first reported a position in DGRS in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q3 2024. 122 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

Parkside Financial Bank & Trust reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 3,000 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $154K.
Parkside Financial Bank & Trust first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and held it in 2 quarters.
Parkside Financial Bank & Trust's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $206K in Q3 2024.
122 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.