Kestra Advisory Services, LLC
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 1830819
AUSTIN, TX
All Filings in DGRS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DGRS | $424,739 | 8,020 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 DGRS | $327,343 | 6,597 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DGRS | $296,031 | 5,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DGRS | $370,351 | 7,956 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 DGRS | $239,428 | 5,149 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DGRS | $443,139 | 8,650 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DGRS | $268,110 | 5,203 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 DGRS | $431,951 | 9,169 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DGRS | $330,304 | 6,654 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DGRS | $230,937 | 4,868 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DGRS | $201,789 | 4,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DGRS | $357,515 | 8,426 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 DGRS | $658,615 | 16,594 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 DGRS | $245,996 | 5,168 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 DGRS | $256,769 | 5,787 | Shares | Sole | 2022-07-25 | |
| 2021-03-31 DGRS | $318,182 | 6,911 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||