Advisor Resource Council’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Advisor Resource Council’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,025	Closed	-$839K	–	73
2025 Q2	$839K	Sell	18,025 -787	-4%	-$35.4K	0.33%	50
2025 Q1	$37.4K	Buy	+18,812	New	+$936K	﹤0.01%	574
2024 Q4	–	Sell	-17,177	Closed	-$885K	–	116
2024 Q3	$885K	Buy	17,177 +4,897	+40%	+$243K	0.4%	57
2024 Q2	$579	Buy	12,280 +3,489	+40%	+$167K	﹤0.01%	51
2024 Q1	$417K	Buy	+8,791	New	+$413K	0.18%	136
2023 Q4	–	Sell	-8,665	Closed	-$357K	–	493
2023 Q3	$357K	Buy	8,665 +1,524	+21%	+$65.5K	0.18%	94
2023 Q2	$303K	Buy	7,141 +47	+0.7%	+$1.92K	0.14%	113
2023 Q1	$294K	Buy	+7,094	New	+$307K	0.07%	200

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Advisor Resource Council's DGRS Position: Q3 2025 in Review

Advisor Resource Council sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2025, closing a stake of 18,025 shares — an estimated $839K sold.

Advisor Resource Council first reported a position in DGRS in Q1 2023 and held it in 8 quarters. The position peaked at $885K in Q3 2024. 125 funds tracked by Wall St. Rank hold DGRS as of Q3 2025.

Advisor Resource Council reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 18,025 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2025, an estimated $839K.
Advisor Resource Council first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2023 and held it in 8 quarters.
Advisor Resource Council's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $885K in Q3 2024.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.