Cary Street Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cary Street Partners’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	-4,495	Closed	-$225K	–	982
2025 Q3	$225K	Hold	4,495	–	–	0.01%	757
2025 Q2	$209K	Hold	4,495	–	–	0.01%	760
2025 Q1	$209K	Buy	+4,495	New	+$224K	0.01%	730

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

Cary Street Partners's DGRS Position: Q4 2025 in Review

Cary Street Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2025, closing a stake of 4,495 shares — an estimated $225K sold.

Cary Street Partners first reported a position in DGRS in Q1 2025 and held it in 3 quarters. The position peaked at $225K in Q3 2025. 125 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

Cary Street Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 4,495 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $225K.
Cary Street Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2025 and held it in 3 quarters.
Cary Street Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $225K in Q3 2025.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.