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

Compass Financial Management’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 		$479K Buy
+8,076
New +$456K 0.06% 281

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Compass Financial Management's DGRS Position: Q2 2026 in Review

Compass Financial Management opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 8,076 shares worth $479K. The stake represents 0.06% of the portfolio and ranks #281 among its holdings.

127 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Compass Financial Management held 8,076 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $479K as of Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Compass Financial Management position in Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #281 holding.
  • 127 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.