Marshall & Sterling Wealth Advisors Inc.
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 2056315
POUGHKEEPSIE, NY
All Filings in DGRS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DGRS | $434,007 | 8,195 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 DGRS | $2,053,275 | 41,380 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DGRS | $1,483,491 | 29,683 | Shares | Other | 2025-11-10 | |
| 2025-06-30 DGRS | $1,353,419 | 29,076 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DGRS | $1,263,835 | 27,180 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DGRS | $1,276,958 | 24,926 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||