Atria Investments’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Atria Investments’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	$260K	Sell	4,918 -298	-6%	-$16K	﹤0.01%	1836
2025 Q4	$259K	Buy	5,216 +62	+1%	+$3.07K	﹤0.01%	1828
2025 Q3	$258K	Buy	+5,154	New	+$255K	﹤0.01%	1797

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

Atria Investments's DGRS Position: Q1 2026 in Review

Atria Investments reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 5.7% in Q1 2026, selling an estimated $16K and leaving 4,918 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Atria Investments first reported a position in DGRS in Q3 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Atria Investments held 4,918 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $260K as of Q1 2026.
Atria Investments sold 298 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $16K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1836 holding.
Atria Investments first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2025 and has held it in 3 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 Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.