PFGIA
DGRS icon

Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Patriot Financial Group Insurance Agency’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
-4,650
Closed -$238K – 501
2024
Q4 		$238K Sell
4,650
-203
-4% -$10.7K 0.03% 414
2024
Q3 		$250K Sell
4,853
-1,438
-23% -$71.4K 0.03% 427
2024
Q2 		$296K Buy
6,291
+215
+4% +$10.3K 0.04% 376
2024
Q1 		$302K Buy
6,076
+565
+10% +$26.6K 0.05% 365
2023
Q4 		$261K Buy
5,511
+118
+2% +$4.99K 0.05% 368
2023
Q3 		$222K Buy
5,393
+35
+0.7% +$1.5K 0.05% 394
2023
Q2 		$227K Buy
5,358
+86
+2% +$3.51K 0.04% 401
2023
Q1 		$219K Buy
+5,272
New +$228K 0.04% 398
2022
Q3 		– Sell
-4,217
Closed -$167K – 775
2022
Q2 		$167K Buy
4,217
+1,929
+84% +$81.4K 0.03% 415
2022
Q1 		$102K Buy
2,288
+548
+31% +$24.8K 0.02% 583
2021
Q4 		$83K Buy
1,740
+69
+4% +$3.21K 0.01% 699
2021
Q3 		$74K Buy
1,671
+290
+21% +$13.1K 0.01% 740
2021
Q2 		$64K Sell
1,381
-446
-24% -$21K 0.01% 764
2021
Q1 		$84K Sell
1,827
-624
-25% -$27.3K 0.02% 609
2020
Q4 		$97K Buy
2,451
+258
+12% +$9.26K 0.02% 505
2020
Q3 		$7K Buy
2,193
+732
+50% +$22.9K ﹤0.01% 1126
2020
Q2 		$44K Buy
1,461
+1,118
+326% +$31.1K 0.02% 549
2020
Q1 		$9K Buy
343
+91
+36% +$3.02K ﹤0.01% 881
2019
Q4 		$10K Buy
252
+1
+0.4% +$37 ﹤0.01% 833
2019
Q3 		$9K Buy
+251
New +$8.72K ﹤0.01% 821
2018
Q2 		– Sell
-250
Closed -$8K – 662
2018
Q1 		$8K Buy
+250
New +$8.81K 0.01% 626

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
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

Patriot Financial Group Insurance Agency's DGRS Position: Q1 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 4,650 shares — an estimated $238K sold.

Patriot Financial Group Insurance Agency first reported a position in DGRS in Q1 2018 and held it in 21 quarters. The position peaked at $302K in Q1 2024. 123 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,650 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $238K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2018 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $302K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2025, filed 14 Apr 2025.