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

Aptus Capital Advisors’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	$10.2K	Hold	192	–	–	﹤0.01%	1486
2025 Q4	$9.53K	Hold	192	–	–	﹤0.01%	1499
2025 Q3	$9.6K	Hold	192	–	–	﹤0.01%	1436
2025 Q2	$8.94K	Hold	192	–	–	﹤0.01%	1372
2025 Q1	$8.93K	Hold	192	–	–	﹤0.01%	1285
2024 Q4	$9.84K	Hold	192	–	–	﹤0.01%	1282
2024 Q3	$9.89K	Hold	192	–	–	﹤0.01%	1100
2024 Q2	$9.04K	Hold	192	–	–	﹤0.01%	1037
2024 Q1	$9.53K	Hold	192	–	–	﹤0.01%	1041
2023 Q4	$9.11K	Hold	192	–	–	﹤0.01%	802
2023 Q3	$7.91K	Hold	192	–	–	﹤0.01%	814
2023 Q2	$8.15K	Hold	192	–	–	﹤0.01%	709
2023 Q1	$7.98K	Hold	192	–	–	﹤0.01%	699
2022 Q4	$7.72K	Hold	192	–	–	﹤0.01%	711
2022 Q3	$7K	Hold	192	–	–	﹤0.01%	682
2022 Q2	$8K	Hold	192	–	–	﹤0.01%	586
2022 Q1	$9K	Hold	192	–	–	﹤0.01%	610
2021 Q4	$9K	Hold	192	–	–	﹤0.01%	503
2021 Q3	$9K	Hold	192	–	–	﹤0.01%	479
2021 Q2	$9K	Hold	192	–	–	﹤0.01%	501
2021 Q1	$9K	Hold	192	–	–	﹤0.01%	466
2020 Q4	$7K	Hold	192	–	–	﹤0.01%	429
2020 Q3	$5K	Hold	192	–	–	﹤0.01%	434
2020 Q2	$5K	Hold	192	–	–	﹤0.01%	383
2020 Q1	$4K	Hold	192	–	–	﹤0.01%	380
2019 Q4	$7K	Hold	192	–	–	﹤0.01%	464
2019 Q3	$6K	Buy	+192	New	+$6.67K	﹤0.01%	447

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Aptus Capital Advisors's DGRS Position: Q1 2026 in Review

Aptus Capital Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 192 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Aptus Capital Advisors first reported a position in DGRS in Q3 2019 and has held it in 27 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Aptus Capital Advisors held 192 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $10.2K as of Q1 2026.
Aptus Capital Advisors left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1486 holding.
Aptus Capital Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2019 and has held it in 27 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.