Centaurus Financial’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Centaurus Financial’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	$187K	Buy	3,145 +49	+2%	+$2.76K	0.01%	913
2026 Q1	$164K	Sell	3,096 -285	-8%	-$15.3K	0.01%	881
2025 Q4	$168K	Buy	3,381 +191	+6%	+$9.46K	0.01%	861
2025 Q3	$159K	Buy	3,190 +23	+0.7%	+$1.14K	0.01%	876
2025 Q2	$147K	Buy	+3,167	New	+$142K	0.01%	826

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

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

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Centaurus Financial's DGRS Position: Q2 2026 in Review

Centaurus Financial increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 1.6% in Q2 2026, buying an estimated $2.76K and bringing the position to 3,145 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #913.

Centaurus Financial first reported a position in DGRS in Q2 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Centaurus Financial held 3,145 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $187K as of Q2 2026.
Centaurus Financial bought 49 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.76K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #913 holding.
Centaurus Financial first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.