AC
DGRS icon

AlphaCore Capital’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

AlphaCore Capital’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 		– Sell
-275
Closed -$13.6K – 1297
2025
Q4 		$13.6K Hold
275
– – ﹤0.01% 1293
2025
Q3 		$13.7K Hold
275
– – ﹤0.01% 971
2025
Q2 		$12.8K Buy
+275
New +$12.4K ﹤0.01% 943

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

AlphaCore Capital's DGRS Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026, closing a stake of 275 shares — an estimated $13.6K sold.

AlphaCore Capital first reported a position in DGRS in Q2 2025 and held it in 3 quarters. The position peaked at $13.7K in Q3 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • AlphaCore Capital reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 275 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $13.6K.
  • AlphaCore Capital first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $13.7K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.