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

Creative Planning’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	$711K	Sell	13,430 -143	-1%	-$7.68K	﹤0.01%	2746
2025 Q4	$673K	Sell	13,573 -491	-3%	-$24.3K	﹤0.01%	2593
2025 Q3	$703K	Sell	14,064 -2,229	-14%	-$110K	﹤0.01%	2426
2025 Q2	$758K	Buy	16,293 +847	+5%	+$38.1K	﹤0.01%	2084
2025 Q1	$718K	Sell	15,446 -372	-2%	-$18.5K	﹤0.01%	1985
2024 Q4	$810K	Sell	15,818 -669	-4%	-$35.4K	﹤0.01%	1818
2024 Q3	$850K	Buy	16,487 +6	+0%	+$298	﹤0.01%	1645
2024 Q2	$776K	Sell	16,481 -94	-0.6%	-$4.5K	﹤0.01%	1602
2024 Q1	$823K	Sell	16,575 -254	-2%	-$11.9K	﹤0.01%	1476
2023 Q4	$798K	Buy	16,829 +1,333	+9%	+$56.4K	﹤0.01%	1369
2023 Q3	$638K	Sell	15,496 -910	-6%	-$39.1K	﹤0.01%	1401
2023 Q2	$696K	Sell	16,406 -825	-5%	-$33.7K	﹤0.01%	1345
2023 Q1	$716K	Sell	17,231 -149	-0.9%	-$6.44K	﹤0.01%	1262
2022 Q4	$699K	Sell	17,380 -2,919	-14%	-$118K	﹤0.01%	1232
2022 Q3	$730K	Sell	20,299 -175	-0.9%	-$7.15K	﹤0.01%	1114
2022 Q2	$813K	Sell	20,474 -280	-1%	-$11.8K	﹤0.01%	1057
2022 Q1	$926K	Buy	20,754 +3	+0%	+$136	﹤0.01%	1021
2021 Q4	$988K	Sell	20,751 -411	-2%	-$19.2K	﹤0.01%	964
2021 Q3	$939K	Buy	21,162 +40	+0.2%	+$1.81K	﹤0.01%	976
2021 Q2	$982K	Buy	21,122 +9	+0%	+$424	﹤0.01%	941
2021 Q1	$972K	Buy	21,113 +996	+5%	+$43.6K	﹤0.01%	1037
2020 Q4	$796K	Sell	20,117 -1,496	-7%	-$53.7K	﹤0.01%	1059
2020 Q3	$664K	Buy	+21,613	New	+$676K	﹤0.01%	986
2020 Q1	–	Sell	-6,020	Closed	-$227K	–	1913
2019 Q4	$227K	Hold	6,020	–	–	﹤0.01%	1568
2019 Q3	$214K	Buy	+6,020	New	+$209K	﹤0.01%	1567

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 Planning's DGRS Position: Q1 2026 in Review

Creative Planning reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 1.1% in Q1 2026, selling an estimated $7.68K and leaving 13,430 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Creative Planning first reported a position in DGRS in Q3 2019 and has held it in 25 quarters since. The position peaked at $988K in Q4 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Creative Planning held 13,430 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $711K as of Q1 2026.
Creative Planning sold 143 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $7.68K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2746 holding.
Creative Planning first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2019 and has held it in 25 quarters since.
Creative Planning's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $988K 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.