Cadence Bank’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cadence Bank’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	$228K	Sell	4,604 -7	-0.2%	-$347	0.01%	306
2025 Q3	$230K	Sell	4,611 -6	-0.1%	-$296	0.01%	309
2025 Q2	$215K	Hold	4,617	–	–	0.01%	317
2025 Q1	$215K	Sell	4,617 -1,872	-29%	-$93.2K	0.02%	309
2024 Q4	$332K	Sell	6,489 -279	-4%	-$14.8K	0.02%	264
2024 Q3	$349K	Sell	6,768 -78	-1%	-$3.88K	0.02%	262
2024 Q2	$323K	Sell	6,846 -186	-3%	-$8.9K	0.02%	234
2024 Q1	$349K	Hold	7,032	–	–	0.03%	259
2023 Q4	$334K	Sell	7,032 -40	-0.6%	-$1.69K	0.03%	266
2023 Q3	$291K	Sell	7,072 -35	-0.5%	-$1.5K	0.03%	273
2023 Q2	$302K	Sell	7,107 -9	-0.1%	-$367	0.03%	280
2023 Q1	$296K	Hold	7,116	–	–	0.03%	274
2022 Q4	$286K	Hold	7,116	–	–	0.03%	285
2022 Q3	$256K	Buy	+7,116	New	+$291K	0.03%	290

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

Cadence Bank's DGRS Position: Q4 2025 in Review

Cadence Bank reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.15% in Q4 2025, selling an estimated $347 and leaving 4,604 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #306.

Cadence Bank first reported a position in DGRS in Q3 2022 and has held it in 14 quarters since. The position peaked at $349K in Q1 2024. 125 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

Cadence Bank held 4,604 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $228K as of Q4 2025.
Cadence Bank sold 7 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $347.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #306 holding.
Cadence Bank first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2022 and has held it in 14 quarters since.
Cadence Bank's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $349K in Q1 2024.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.