Independent Advisor Alliance
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 1696899
CHARLOTTE, NC
All Filings in DGRS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DGRS | $2,878,693 | 54,356 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 DGRS | $2,194,841 | 44,233 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 DGRS | $2,148,440 | 42,986 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 DGRS | $2,156,102 | 46,318 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 DGRS | $7,222,661 | 140,985 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||