Everstar Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Everstar Asset Management’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	$1.78M	Buy	30,019 +4,215	+16%	+$238K	0.86%	23
2026 Q1	$1.37M	Buy	25,804 +1,067	+4%	+$57.3K	0.73%	36
2025 Q4	$1.24M	Sell	24,737 -22,319	-47%	-$1.11M	0.66%	35
2025 Q3	$2.35M	Sell	47,056 -530	-1%	-$26.2K	1.33%	12
2025 Q2	$2.22M	Buy	47,586 +4,787	+11%	+$215K	1.35%	13
2025 Q1	$1.99M	Buy	42,799 +4,153	+11%	+$207K	1.32%	16
2024 Q4	$1.98M	Buy	38,646 +1,909	+5%	+$101K	1.4%	15
2024 Q3	$1.89M	Buy	+36,737	New	+$1.82M	1.3%	16

Other funds holding DGRS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Everstar Asset Management's DGRS Position: Q2 2026 in Review

Everstar Asset Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 16% in Q2 2026, buying an estimated $238K and bringing the position to 30,019 shares worth $1.78M. The position accounts for 0.86% of the portfolio, ranked #23.

Everstar Asset Management first reported a position in DGRS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q3 2025. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Everstar Asset Management held 30,019 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.78M as of Q2 2026.
Everstar Asset Management bought 4,215 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $238K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.86% of Everstar Asset Management's portfolio in Q2 2026, its #23 holding.
Everstar Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.35M in Q3 2025.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.