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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Centaurus Financial's DGRS Position: Q1 2026 in Review

Centaurus Financial reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 8.4% in Q1 2026, selling an estimated $15.3K and leaving 3,096 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #881.

Centaurus Financial first reported a position in DGRS in Q2 2025 and has held it in 4 quarters since. The position peaked at $168K in Q4 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Centaurus Financial held 3,096 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $164K as of Q1 2026.
Centaurus Financial sold 285 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $15.3K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #881 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 4 quarters since.
Centaurus Financial's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $168K in Q4 2025.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.