Brooks Moore & Associates’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Brooks Moore & Associates’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
2025 Q4	–	Sell	-15,171	Closed	-$721K	–	108
2025 Q3	$721K	Hold	15,171	–	–	0.37%	68
2025 Q2	$721K	Sell	15,171 -6,240	-29%	-$280K	0.39%	62
2025 Q1	$996K	Sell	21,411 -11,750	-35%	-$585K	0.56%	49
2024 Q4	$1.7M	Buy	33,161 +15,125	+84%	+$801K	1%	34
2024 Q3	$929K	Buy	18,036 +9,588	+113%	+$476K	0.55%	51
2024 Q2	$398K	Sell	8,448 -1,000	-11%	-$47.8K	0.26%	67
2024 Q1	$469K	Buy	9,448 +3,660	+63%	+$172K	0.3%	65
2023 Q4	$275K	Buy	+5,788	New	+$245K	0.19%	75

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brooks Moore & Associates's DGRS Position: Q4 2025 in Review

Brooks Moore & Associates sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2025, closing a stake of 15,171 shares — an estimated $721K sold.

Brooks Moore & Associates first reported a position in DGRS in Q4 2023 and held it in 8 quarters. The position peaked at $1.7M in Q4 2024. 125 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

Brooks Moore & Associates reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Brooks Moore & Associates sold 15,171 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $721K.
Brooks Moore & Associates first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and held it in 8 quarters.
Brooks Moore & Associates's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.7M in Q4 2024.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on Brooks Moore & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.