Treasure Coast Financial Planning’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Treasure Coast Financial Planning’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	-4,084	Closed	-$209K	–	41
2024 Q4	$209K	Hold	4,084	–	–	0.14%	36
2024 Q3	$210K	Buy	+4,084	New	+$203K	0.13%	33
2024 Q2	–	Sell	-4,084	Closed	-$203K	–	33
2024 Q1	$203K	Sell	4,084 -641	-14%	-$30.1K	0.13%	34
2023 Q4	$224K	Sell	4,725 -261	-5%	-$11K	0.16%	30
2023 Q3	$205K	Sell	4,986 -880	-15%	-$37.8K	0.14%	31
2023 Q2	$249K	Sell	5,866 -6	-0.1%	-$245	0.17%	30
2023 Q1	$244K	Sell	5,872 -612	-9%	-$26.5K	0.17%	35
2022 Q4	$261K	Buy	+6,484	New	+$262K	0.19%	31

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

Treasure Coast Financial Planning's DGRS Position: Q1 2025 in Review

Treasure Coast Financial Planning sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 4,084 shares — an estimated $209K sold.

Treasure Coast Financial Planning first reported a position in DGRS in Q4 2022 and held it in 8 quarters. The position peaked at $261K in Q4 2022. 122 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

Treasure Coast Financial Planning reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Treasure Coast Financial Planning sold 4,084 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $209K.
Treasure Coast Financial Planning first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2022 and held it in 8 quarters.
Treasure Coast Financial Planning's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $261K in Q4 2022.
122 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2025, filed 5 May 2025.