D.A. Davidson & Co
DGRS icon

D.A. Davidson & Co’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

D.A. Davidson & Co’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 		$317K Buy
+5,663
New +$335K ﹤0.01% 1370

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 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
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 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

D.A. Davidson & Co's DGRS Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2026: 5,663 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings.

70 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

  • D.A. Davidson & Co held 5,663 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $317K as of Q3 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new D.A. Davidson & Co position in Q3 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1370 holding.
  • 70 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.