Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Carson Wealth (CWM LLC)’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	$2.56M	Sell	48,264 -2,143	-4%	-$115K	0.01%	1094
2025 Q4	$2.5M	Sell	50,407 -5,172	-9%	-$256K	0.01%	1061
2025 Q3	$2.78M	Sell	55,579 -670	-1%	-$33.1K	0.01%	952
2025 Q2	$2.62M	Buy	56,249 +1,625	+3%	+$73K	0.01%	847
2025 Q1	$2.54M	Buy	54,624 +5,573	+11%	+$277K	0.01%	755
2024 Q4	$2.51M	Buy	49,051 +14,122	+40%	+$747K	0.01%	698
2024 Q3	$1.8M	Buy	34,929 +4,971	+17%	+$247K	0.01%	750
2024 Q2	$1.41M	Sell	29,958 -38,793	-56%	-$1.86M	0.01%	745
2024 Q1	$3.41M	Buy	68,751 +4,198	+7%	+$197K	0.02%	499
2023 Q4	$3.06M	Buy	64,553 +46,839	+264%	+$1.98M	0.02%	495
2023 Q3	$730K	Buy	17,714 +15,051	+565%	+$647K	﹤0.01%	855
2023 Q2	$113K	Buy	2,663 +2,606	+4,572%	+$106K	﹤0.01%	1510
2023 Q1	$2K	Buy	+57	New	+$2.46K	﹤0.01%	3633

Other funds holding DGRS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $948M AUM 25.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DGRS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 4.3% in Q1 2026, selling an estimated $115K and leaving 48,264 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1094.

Carson Wealth (CWM LLC) first reported a position in DGRS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.41M in Q1 2024. 127 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Carson Wealth (CWM LLC) held 48,264 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.56M as of Q1 2026.
Carson Wealth (CWM LLC) sold 2,143 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $115K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1094 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $3.41M in Q1 2024.
127 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.