Cambridge Investment Research Advisors
DGRS icon

Cambridge Investment Research Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$1.59M Buy
26,861
+6,159
+30% +$347K ﹤0.01% 1734
2026
Q1 		$1.1M Buy
20,702
+1,217
+6% +$65.3K ﹤0.01% 2092
2025
Q4 		$967K Sell
19,485
-408
-2% -$20.2K ﹤0.01% 2123
2025
Q3 		$994K Sell
19,893
-252
-1% -$12.5K ﹤0.01% 2063
2025
Q2 		$938K Sell
20,145
-149
-0.7% -$6.7K ﹤0.01% 2002
2025
Q1 		$944K Sell
20,294
-360
-2% -$17.9K ﹤0.01% 1917
2024
Q4 		$1.06M Buy
20,654
+5,715
+38% +$302K ﹤0.01% 1827
2024
Q3 		$770K Buy
14,939
+8,040
+117% +$399K ﹤0.01% 2058
2024
Q2 		$325K Sell
6,899
-200
-3% -$9.57K ﹤0.01% 2639
2024
Q1 		$352K Sell
7,099
-1,297
-15% -$61K ﹤0.01% 2576
2023
Q4 		$398K Buy
8,396
+1,190
+17% +$50.4K ﹤0.01% 2380
2023
Q3 		$297K Sell
7,206
-595
-8% -$25.6K ﹤0.01% 2501
2023
Q2 		$331K Sell
7,801
-420
-5% -$17.1K ﹤0.01% 2455
2023
Q1 		$342K Sell
8,221
-1,745
-18% -$75.5K ﹤0.01% 2369
2022
Q4 		$401K Buy
9,966
+2,002
+25% +$80.9K ﹤0.01% 2194
2022
Q3 		$286K Buy
7,964
+858
+12% +$35.1K ﹤0.01% 2397
2022
Q2 		$282K Buy
7,106
+27
+0.4% +$1.14K ﹤0.01% 2436
2022
Q1 		$316K Buy
7,079
+54
+0.8% +$2.45K ﹤0.01% 2508
2021
Q4 		$334K Sell
7,025
-45
-0.6% -$2.1K ﹤0.01% 2434
2021
Q3 		$314K Buy
7,070
+378
+6% +$17.1K ﹤0.01% 2425
2021
Q2 		$311K Sell
6,692
-67
-1% -$3.16K ﹤0.01% 2442
2021
Q1 		$311K Buy
6,759
+834
+14% +$36.5K ﹤0.01% 2260
2020
Q4 		$234K Buy
+5,925
New +$213K ﹤0.01% 2352
2020
Q1 		– Sell
-6,290
Closed -$237K – 2311
2019
Q4 		$237K Sell
6,290
-8,934
-59% -$328K ﹤0.01% 2090
2019
Q3 		$542K Buy
15,224
+8,954
+143% +$311K ﹤0.01% 1448
2019
Q2 		$223K Sell
6,270
-6,240
-50% -$219K ﹤0.01% 1933
2019
Q1 		$434K Sell
12,510
-208
-2% -$7.22K ﹤0.01% 1582
2018
Q4 		$396K Buy
12,718
+82
+0.6% +$2.82K ﹤0.01% 1452
2018
Q3 		$476K Sell
12,636
-1,883
-13% -$71.2K ﹤0.01% 1475
2018
Q2 		$533K Buy
14,519
+5,909
+69% +$211K 0.01% 1364
2018
Q1 		$296K Sell
8,610
-390
-4% -$13.7K ﹤0.01% 1677
2017
Q4 		$322K Buy
9,000
+829
+10% +$29K ﹤0.01% 1607
2017
Q3 		$282K Buy
+8,171
New +$269K ﹤0.01% 1586
2017
Q1 		– Sell
-15,419
Closed -$524K – 1773
2016
Q4 		$524K Buy
15,419
+597
+4% +$19.2K 0.01% 983
2016
Q3 		$457K Sell
14,822
-1,013
-6% -$30.7K 0.01% 1086
2016
Q2 		$454K Buy
15,835
+3
+0% +$85 0.01% 976
2016
Q1 		$447K Sell
15,832
-9,364
-37% -$240K 0.01% 961
2015
Q4 		$668K Buy
25,196
+12,769
+103% +$350K 0.02% 726
2015
Q3 		$323K Buy
+12,427
New +$346K 0.01% 992

Other funds holding DGRS

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors's DGRS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 30% in Q2 2026, buying an estimated $347K and bringing the position to 26,861 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Cambridge Investment Research Advisors first reported a position in DGRS in Q3 2015 and has held it in 39 quarters since. 46 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Cambridge Investment Research Advisors held 26,861 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.59M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,159 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $347K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1734 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2015 and has held it in 39 quarters since.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.