Armis Advisers’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Armis Advisers’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	$205K	Sell	3,473 -446	-11%	-$25.2K	0.02%	467
2026 Q1	$216K	Sell	3,919 -256	-6%	-$13.7K	0.02%	423
2025 Q4	$215K	Buy	+4,175	New	+$207K	0.02%	404
2025 Q3	–	Sell	-11,456	Closed	-$533K	–	367
2025 Q2	$533K	Sell	11,456 -2,595	-18%	-$117K	0.04%	271
2025 Q1	$653K	Sell	14,051 -1,739	-11%	-$86.5K	0.06%	223
2024 Q4	$809K	Buy	+15,790	New	+$836K	0.1%	144

Other funds holding DGRS

SFGP

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

LCM

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers's DGRS Position: Q2 2026 in Review

Armis Advisers reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 11% in Q2 2026, selling an estimated $25.2K and leaving 3,473 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #467.

Armis Advisers first reported a position in DGRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $809K in Q4 2024. 15 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Armis Advisers held 3,473 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $205K as of Q2 2026.
Armis Advisers sold 446 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.2K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #467 holding.
Armis Advisers first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $809K in Q4 2024.
15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.