Cetera Investment Advisers’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cetera Investment Advisers’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	$874K	Sell	16,494 -3,627	-18%	-$195K	﹤0.01%	3019
2025 Q4	$998K	Sell	20,121 -3,754	-16%	-$186K	﹤0.01%	2821
2025 Q3	$1.19M	Buy	23,875 +8,239	+53%	+$407K	﹤0.01%	2625
2025 Q2	$728K	Sell	15,636 -1,239	-7%	-$55.7K	﹤0.01%	2672
2025 Q1	$785K	Buy	16,875 +527	+3%	+$26.2K	﹤0.01%	2463
2024 Q4	$838K	Buy	16,348 +2,945	+22%	+$156K	﹤0.01%	2284
2024 Q3	$691K	Sell	13,403 -217	-2%	-$10.8K	﹤0.01%	2388
2024 Q2	$642K	Sell	13,620 -2,676	-16%	-$128K	﹤0.01%	2403
2024 Q1	$809K	Buy	+16,296	New	+$766K	﹤0.01%	2242

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

Cetera Investment Advisers's DGRS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 18% in Q1 2026, selling an estimated $195K and leaving 16,494 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Cetera Investment Advisers first reported a position in DGRS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Cetera Investment Advisers held 16,494 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $874K as of Q1 2026.
Cetera Investment Advisers sold 3,627 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $195K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3019 holding.
Cetera Investment Advisers first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.19M in Q3 2025.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.