Columbia Advisory Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Columbia Advisory 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
2026 Q1	$4.17M	Sell	78,681 -691	-0.9%	-$37.1K	2.66%	7
2025 Q4	$3.94M	Buy	79,372 +911	+1%	+$45.1K	2.68%	9
2025 Q3	$3.92M	Buy	78,461 +758	+1%	+$37.5K	2.71%	8
2025 Q2	$3.62M	Buy	77,703 +19,811	+34%	+$890K	2.74%	8
2025 Q1	$2.69M	Buy	57,892 +9,353	+19%	+$465K	2.33%	10
2024 Q4	$2.49M	Buy	+48,539	New	+$2.57M	2.31%	9

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

Columbia Advisory Partners's DGRS Position: Q1 2026 in Review

Columbia Advisory Partners reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.87% in Q1 2026, selling an estimated $37.1K and leaving 78,681 shares worth $4.17M. The position accounts for 2.66% of the portfolio, ranked #7.

Columbia Advisory Partners first reported a position in DGRS in Q4 2024 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Columbia Advisory Partners held 78,681 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $4.17M as of Q1 2026.
Columbia Advisory Partners sold 691 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $37.1K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 2.66% of Columbia Advisory Partners's portfolio in Q1 2026, its #7 holding.
Columbia Advisory Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.