AssetMark Inc’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

AssetMark Inc’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	$59.5K	Hold	1,002	–	–	﹤0.01%	1777
2026 Q1	$53K	Hold	1,002	–	–	﹤0.01%	1732
2025 Q4	$49.7K	Hold	1,002	–	–	﹤0.01%	1720
2025 Q3	$50.1K	Hold	1,002	–	–	﹤0.01%	1636
2025 Q2	$46.6K	Buy	+1,002	New	+$45K	﹤0.01%	1580

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

UAG

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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

SWM

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

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM

AssetMark Inc's DGRS Position: Q2 2026 in Review

AssetMark Inc held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 1,002 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

AssetMark Inc first reported a position in DGRS in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

AssetMark Inc held 1,002 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $59.5K as of Q2 2026.
AssetMark Inc left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1777 holding.
AssetMark Inc first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.