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 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 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 $948M AUM 25.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Covestor's DGRS Position: Q1 2026 in Review

Covestor increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 100% in Q1 2026, buying an estimated $2.36K and bringing the position to 88 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Covestor first reported a position in DGRS in Q4 2021 and has held it in 18 quarters since. The position peaked at $14K in Q4 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Covestor held 88 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $5K as of Q1 2026.
Covestor bought 44 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.36K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1790 holding.
Covestor first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
Covestor's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $14K in Q4 2021.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.