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 Q3	–	Sell	-3,473	Closed	-$205K	–	512
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Armis Advisers's DGRS Position: Q3 2026 in Review

Armis Advisers sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2026, closing a stake of 3,473 shares — an estimated $205K sold.

Armis Advisers first reported a position in DGRS in Q4 2024 and held it in 6 quarters. The position peaked at $809K in Q4 2024. 96 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

Armis Advisers reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2026 after selling out during the quarter.
Armis Advisers sold 3,473 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $205K.
Armis Advisers first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and held it in 6 quarters.
Armis Advisers's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $809K in Q4 2024.
96 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.