Creative Financial Designs’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Creative Financial Designs’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	$97.9K	Buy	1,848 +258	+16%	+$13.8K	0.01%	695
2025 Q4	$78.9K	Sell	1,590 -25	-2%	-$1.24K	0.01%	718
2025 Q3	$80.7K	Sell	1,615 -342	-17%	-$16.9K	0.01%	703
2025 Q2	$91.1K	Sell	1,957 -161	-8%	-$7.24K	0.01%	692
2025 Q1	$98.5K	Sell	2,118 -719	-25%	-$35.8K	0.01%	625
2024 Q4	$145K	Sell	2,837 -1	-0%	-$53	0.01%	519
2024 Q3	$146K	Sell	2,838 -1,673	-37%	-$83.1K	0.01%	519
2024 Q2	$213K	Buy	4,511 +207	+5%	+$9.9K	0.02%	416
2024 Q1	$214K	Buy	4,304 +1,851	+75%	+$87K	0.02%	405
2023 Q4	$116K	Buy	2,453 +677	+38%	+$28.7K	0.01%	512
2023 Q3	$73.2K	Buy	1,776 +332	+23%	+$14.3K	0.01%	547
2023 Q2	$61.2K	Buy	1,444 +766	+113%	+$31.3K	0.01%	585
2023 Q1	$28.2K	Sell	678 -6	-0.9%	-$259	﹤0.01%	719
2022 Q4	$27.5K	Sell	684 -72	-10%	-$2.91K	﹤0.01%	693
2022 Q3	$27K	Sell	756 -36	-5%	-$1.47K	﹤0.01%	667
2022 Q2	$31K	Buy	792 +38	+5%	+$1.6K	0.01%	639
2022 Q1	$34K	Buy	754 +92	+14%	+$4.17K	0.01%	637
2021 Q4	$32K	Sell	662 -34	-5%	-$1.58K	﹤0.01%	657
2021 Q3	$31K	Buy	696 +280	+67%	+$12.7K	0.01%	735
2021 Q2	$19K	Buy	+416	New	+$19.6K	﹤0.01%	865

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 $811M AUM 18.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Financial Designs's DGRS Position: Q1 2026 in Review

Creative Financial Designs increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 16% in Q1 2026, buying an estimated $13.8K and bringing the position to 1,848 shares worth $97.9K. The position accounts for 0.01% of the portfolio, ranked #695.

Creative Financial Designs first reported a position in DGRS in Q2 2021 and has held it in 20 quarters since. The position peaked at $214K in Q1 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Creative Financial Designs held 1,848 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $97.9K as of Q1 2026.
Creative Financial Designs bought 258 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $13.8K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #695 holding.
Creative Financial Designs first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2021 and has held it in 20 quarters since.
Creative Financial Designs's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $214K in Q1 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.