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 Q2	$529K	Buy	8,920 +687	+8%	+$38.8K	0.01%	1094
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arkadios Wealth Advisors's DGRS Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 8.3% in Q2 2026, buying an estimated $38.8K and bringing the position to 8,920 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #1094.

Arkadios Wealth Advisors first reported a position in DGRS in Q4 2019 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Arkadios Wealth Advisors held 8,920 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $529K as of Q2 2026.
Arkadios Wealth Advisors bought 687 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $38.8K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1094 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 12 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.