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Wisdomtree Us Smallcap Dividen mf shares owned by United Advisor Group

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 105k 49.98
2025-06-30 $4.2M 91k 46.55
2025-03-31 $4.2M 89k 46.50
2024-12-31 $4.2M 83k 51.23
2024-09-30 $3.6M 70k 51.53
2024-06-30 $2.6M 55k 47.11
2024-03-31 $1.9M 39k 49.64

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View all positions for United Advisor Group

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Morgan Stanley
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
Linscomb & Williams
Commonwealth Equity Services
United Advisor Group
Royal Bank of Canada
UBS Group
XML Financial
Founders Financial Alliance
IFG Advisory
Stonebridge Wealth Management

View all funds holding Wisdomtree Us Smallcap Dividen mf