CoreCap Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

CoreCap Advisors’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	$21K	Hold	354	–	–	﹤0.01%	1770
2026 Q1	$18.7K	Hold	354	–	–	﹤0.01%	1694
2025 Q4	$17.6K	Hold	354	–	–	﹤0.01%	1730
2025 Q3	$17.7K	Hold	354	–	–	﹤0.01%	1718
2025 Q2	$16.5K	Hold	354	–	–	﹤0.01%	1682
2025 Q1	$16.5K	Hold	354	–	–	﹤0.01%	1622
2024 Q4	$18.1K	Hold	354	–	–	﹤0.01%	1571
2024 Q3	$18.2K	Hold	354	–	–	﹤0.01%	1599
2024 Q2	$16.7K	Sell	354 -5	-1%	-$239	﹤0.01%	954
2024 Q1	$17.8K	Buy	+359	New	+$16.9K	﹤0.01%	1537
2022 Q4	$56.6K	Buy	+1,408	New	+$56.9K	﹤0.01%	947
2022 Q3	–	Sell	-3,614	Closed	-$143K	–	894
2022 Q2	$143K	Sell	3,614 -921	-20%	-$38.8K	0.01%	592
2022 Q1	$202K	Sell	4,535 -46	-1%	-$2.08K	0.01%	510
2021 Q4	$218K	Buy	+4,581	New	+$213K	0.01%	515

Other funds holding DGRS

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CoreCap Advisors's DGRS Position: Q2 2026 in Review

CoreCap Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 354 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

CoreCap Advisors first reported a position in DGRS in Q4 2021 and has held it in 14 quarters since. The position peaked at $218K in Q4 2021. 19 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

CoreCap Advisors held 354 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $21K as of Q2 2026.
CoreCap Advisors left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1770 holding.
CoreCap Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $218K in Q4 2021.
19 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.