Capital Investment Advisory Services’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Capital Investment Advisory Services’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	$8.78K	Hold	148	–	–	﹤0.01%	1165
2026 Q1	$7.84K	Hold	148	–	–	﹤0.01%	1085
2025 Q4	$7.34K	Hold	148	–	–	﹤0.01%	1050
2025 Q3	$7.4K	Buy	+148	New	+$7.31K	﹤0.01%	987

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

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

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Capital Investment Advisory Services's DGRS Position: Q2 2026 in Review

Capital Investment Advisory Services held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 148 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Capital Investment Advisory Services first reported a position in DGRS in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Capital Investment Advisory Services held 148 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $8.78K as of Q2 2026.
Capital Investment Advisory Services left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1165 holding.
Capital Investment Advisory Services first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.