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Allworth Financial’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Allworth Financial’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
2026
Q1 		$966K Sell
18,233
-310
-2% -$16.6K ﹤0.01% 721
2025
Q4 		$920K Sell
18,543
-382
-2% -$18.9K ﹤0.01% 725
2025
Q3 		$946K Sell
18,925
-697
-4% -$34.4K ﹤0.01% 692
2025
Q2 		$913K Buy
19,622
+23
+0.1% +$1.03K ﹤0.01% 668
2025
Q1 		$857K Sell
19,599
-320
-2% -$15.9K ﹤0.01% 561
2024
Q4 		$1.04M Buy
19,919
+149
+0.8% +$7.89K 0.01% 531
2024
Q3 		$1.02M Sell
19,770
-942
-5% -$46.8K 0.01% 435
2024
Q2 		$1.05M Sell
20,712
-84
-0.4% -$4.02K 0.01% 421
2024
Q1 		$1.03M Buy
20,796
+4
+0% +$188 0.01% 406
2023
Q4 		$986K Sell
20,792
-4,525
-18% -$192K 0.01% 411
2023
Q3 		$1.04M Buy
25,317
+369
+1% +$15.9K 0.01% 371
2023
Q2 		$1.06M Sell
24,948
-2,360
-9% -$96.3K 0.01% 371
2023
Q1 		$1.14M Sell
27,308
-23,934
-47% -$1.03M 0.01% 339
2022
Q4 		$2.06M Sell
51,242
-40,889
-44% -$1.65M 0.02% 239
2022
Q3 		$3.31M Sell
92,131
-17,704
-16% -$724K 0.04% 175
2022
Q2 		$4.36M Buy
+109,835
New +$4.63M 0.06% 150

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allworth Financial's DGRS Position: Q1 2026 in Review

Allworth Financial reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 1.7% in Q1 2026, selling an estimated $16.6K and leaving 18,233 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Allworth Financial first reported a position in DGRS in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.36M in Q2 2022. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Allworth Financial held 18,233 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $966K as of Q1 2026.
  • Allworth Financial sold 310 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $16.6K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #721 holding.
  • Allworth Financial first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2022 and has held it in 16 quarters since.
  • Allworth Financial's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.36M in Q2 2022.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.