Western Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Western Wealth Management’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	-24,916	Closed	-$1.28M	–	693
2024 Q4	$1.28M	Buy	24,916 +3,980	+19%	+$211K	0.07%	271
2024 Q3	$1.08M	Buy	+20,936	New	+$1.04M	0.06%	295

Other funds holding DGRS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Western Wealth Management's DGRS Position: Q1 2025 in Review

Western Wealth Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 24,916 shares — an estimated $1.28M sold.

Western Wealth Management first reported a position in DGRS in Q3 2024 and held it in 2 quarters. The position peaked at $1.28M in Q4 2024. 123 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

Western Wealth Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Western Wealth Management sold 24,916 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $1.28M.
Western Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and held it in 2 quarters.
Western Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.28M in Q4 2024.
123 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.