Arkadios Wealth Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Arkadios Wealth 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	$436K	Buy	8,233 +1,237	+18%	+$66.4K	0.01%	1182
2025 Q4	$347K	Sell	6,996 -236	-3%	-$11.7K	0.01%	1181
2025 Q3	$361K	Buy	7,232 +1,057	+17%	+$52.2K	0.01%	1085
2025 Q2	$287K	Buy	6,175 +300	+5%	+$13.5K	0.01%	1075
2025 Q1	$273K	Buy	+5,875	New	+$292K	0.01%	942
2021 Q4	–	Sell	-637	Closed	-$28K	–	854
2021 Q3	$28K	Buy	637 +4	+0.6%	+$181	﹤0.01%	1086
2021 Q2	$29K	Buy	633 +3	+0.5%	+$141	﹤0.01%	1131
2021 Q1	$29K	Buy	630 +4	+0.6%	+$175	﹤0.01%	854
2020 Q4	$24K	Buy	+626	New	+$22.5K	0.01%	700
2020 Q2	–	Sell	-413	Closed	-$10.4K	–	987
2020 Q1	$10.4K	Buy	413 +1	+0.2%	+$33	0.01%	629
2019 Q4	$15.4K	Buy	+412	New	+$15.1K	0.01%	510

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

Arkadios Wealth Advisors's DGRS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 18% in Q1 2026, buying an estimated $66.4K and bringing the position to 8,233 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #1182.

Arkadios Wealth Advisors first reported a position in DGRS in Q4 2019 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Arkadios Wealth Advisors held 8,233 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $436K as of Q1 2026.
Arkadios Wealth Advisors bought 1,237 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $66.4K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1182 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2019 and has held it in 11 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.