AE Wealth Management LLC
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 1697723
TOPEKA, KS
All Filings in DGRS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DGRS | $48,280 | 973 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 DGRS | $52,028 | 1,041 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 DGRS | $47,760 | 1,026 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 DGRS | $183,582 | 3,948 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 DGRS | $34,733 | 678 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 DGRS | $215,244 | 5,353 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 DGRS | $205,849 | 5,726 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 DGRS | $1,520,285 | 38,304 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 DGRS | $692,903 | 15,529 | Shares | Sole | 2022-04-18 | |
| 2021-06-30 DGRS | $1,093,113 | 23,523 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 DGRS | $253,933 | 8,456 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 DGRS | $214,635 | 8,541 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||