Avant Capital’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Avant Capital’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	–	Sell	-4,668	Closed	-$232K	–	79
2025 Q4	$232K	Sell	4,668 -333	-7%	-$16.5K	0.16%	71
2025 Q3	$250K	Sell	5,001 -83	-2%	-$4.1K	0.18%	67
2025 Q2	$237K	Sell	5,084 -407	-7%	-$18.3K	0.18%	61
2025 Q1	$255K	Sell	5,491 -113	-2%	-$5.62K	0.21%	53
2024 Q4	$287K	Buy	+5,604	New	+$297K	0.24%	50
2023 Q3	$216K	Sell	5,251 -32	-0.6%	-$1.38K	0.25%	52
2023 Q2	$224K	Buy	5,283 +22	+0.4%	+$898	0.25%	51
2023 Q1	$219K	Buy	5,261 +15	+0.3%	+$649	0.25%	53
2022 Q4	$211K	Buy	+5,246	New	+$212K	0.26%	54
2022 Q3	–	Sell	-5,476	Closed	-$217K	–	52
2022 Q2	$217K	Hold	5,476	–	–	0.28%	51
2022 Q1	$244K	Sell	5,476 -109	-2%	-$4.94K	0.27%	51
2021 Q4	$266K	Buy	+5,585	New	+$260K	0.29%	49

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

Avant Capital's DGRS Position: Q1 2026 in Review

Avant Capital sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026, closing a stake of 4,668 shares — an estimated $232K sold.

Avant Capital first reported a position in DGRS in Q4 2021 and held it in 12 quarters. The position peaked at $287K in Q4 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Avant Capital reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Avant Capital sold 4,668 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $232K.
Avant Capital first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and held it in 12 quarters.
Avant Capital's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $287K in Q4 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.