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Avidian Wealth Enterprises’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Avidian Wealth Enterprises’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 		$482K Buy
+9,101
New +$489K 0.02% 443

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SFGP
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Lido Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avidian Wealth Enterprises's DGRS Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 9,101 shares worth $482K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings.

126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Avidian Wealth Enterprises held 9,101 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $482K as of Q1 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Avidian Wealth Enterprises position in Q1 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #443 holding.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.