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

Financial Gravity 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
Q1 		$371 Buy
+7
New +$376 ﹤0.01% 814

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's DGRS Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 7 shares worth $371. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

127 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Financial Gravity Asset Management held 7 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $371 as of Q1 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Financial Gravity Asset Management position in Q1 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #814 holding.
  • 127 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.