Covestor
DGRS icon

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

Covestor’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
Q3 		$6K Buy
105
+5
+5% +$296 ﹤0.01% 1786
2026
Q2 		$6K Buy
100
+12
+14% +$677 ﹤0.01% 1829
2026
Q1 		$5K Buy
88
+44
+100% +$2.36K ﹤0.01% 1790
2025
Q4 		$2K Hold
44
– – ﹤0.01% 1905
2025
Q3 		$2K Hold
44
– – ﹤0.01% 1932
2025
Q2 		$2K Hold
44
– – ﹤0.01% 1836
2025
Q1 		$2K Sell
44
-11
-20% -$547 ﹤0.01% 1830
2024
Q4 		$3K Buy
55
+9
+20% +$476 ﹤0.01% 1793
2024
Q3 		$2K Sell
46
-7
-13% -$348 ﹤0.01% 1802
2024
Q2 		$3K Sell
53
-1
-2% -$48 ﹤0.01% 1801
2024
Q1 		$3K Hold
54
– – ﹤0.01% 1806
2023
Q4 		$3K Buy
54
+1
+2% +$42 ﹤0.01% 1794
2023
Q3 		$2K Sell
53
-13
-20% -$559 ﹤0.01% 1801
2023
Q2 		$3K Buy
66
+2
+3% +$82 ﹤0.01% 1753
2023
Q1 		$3K Sell
64
-10
-14% -$432 ﹤0.01% 1662
2022
Q4 		$3K Sell
74
-3
-4% -$121 ﹤0.01% 1684
2022
Q3 		$3K Sell
77
-141
-65% -$5.76K ﹤0.01% 1607
2022
Q2 		$9K Sell
218
-71
-25% -$2.99K 0.01% 1248
2022
Q1 		$13K Buy
289
+3
+1% +$136 0.01% 1215
2021
Q4 		$14K Buy
+286
New +$13.3K 0.02% 935

Other funds holding DGRS

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
Dickmeyer Boyce Financial Management
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Covestor's DGRS Position: Q3 2026 in Review

Covestor increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 5% in Q3 2026, buying an estimated $296 and bringing the position to 105 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Covestor first reported a position in DGRS in Q4 2021 and has held it in 20 quarters since. The position peaked at $14K in Q4 2021. 53 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

  • Covestor held 105 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $6K as of Q3 2026.
  • Covestor bought 5 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $296.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1786 holding.
  • Covestor first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $14K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.