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Marshall & Sterling Wealth Advisors »

Wisdomtree Us Smallcap Dividen mf shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Wisdomtree Us Smallcap Dividen mf

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All positions including Wisdomtree Us Smallcap Dividen mf held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Marshall & Sterling Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$434k	8.2k	52.96

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)

Wisdomtree Us MF Closed and MF Open (DGRW)

Neos S&p MF Closed and MF Open (SPYI)

Vaneck Morningstar MF Closed and MF Open (MOAT)

Fidelity High MF Closed and MF Open (FDVV)

Vanguard Information MF Closed and MF Open (VGT)

Ishares Msci MF Closed and MF Open (GARP)

Invesco S&p MF Closed and MF Open (RWK)

Vanguard Mid MF Closed and MF Open (VO)

Tortoise North MF Closed and MF Open (TPYP)

Swan Hedged MF Closed and MF Open (HEGD)

Vanguard Growth MF Closed and MF Open (VUG)

Invesco S&p MF Closed and MF Open (IDMO)

Jpmorgan Hedged MF Closed and MF Open (HELO)

Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial

Morgan Stanley

Raymond James Financial

Stonebridge Financial Group

Lido Advisors

Bank of America Corporation

Lvm Capital Management

United Advisor Group

UBS Group

Commonwealth Equity Services

XML Financial

Linscomb & Williams

Founders Financial Alliance

Royal Bank of Canada

Bank of Nova Scotia

View all funds holding Wisdomtree Us Smallcap Dividen mf

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