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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
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Covestor's DGRS Position: Q2 2026 in Review

Covestor increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 14% in Q2 2026, buying an estimated $677 and bringing the position to 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Covestor first reported a position in DGRS in Q4 2021 and has held it in 19 quarters since. The position peaked at $14K in Q4 2021. 130 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Covestor held 100 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $6K as of Q2 2026.
  • Covestor bought 12 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $677.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1829 holding.
  • Covestor first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Covestor's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $14K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.