Founders Financial Alliance’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Founders Financial Alliance’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	$270K	Sell	4,550 -90,695	-95%	-$5.12M	0.04%	365
2026 Q1	$5.04M	Buy	95,245 +2,383	+3%	+$128K	0.91%	23
2025 Q4	$4.61M	Buy	92,862 +949	+1%	+$47K	0.87%	24
2025 Q3	$4.59M	Sell	91,913 -5,771	-6%	-$285K	0.87%	25
2025 Q2	$4.55M	Sell	97,684 -4,631	-5%	-$208K	1.03%	18
2025 Q1	$4.76M	Buy	102,315 +3,940	+4%	+$196K	1.15%	14
2024 Q4	$5.04M	Buy	98,375 +383	+0.4%	+$20.3K	1.39%	13
2024 Q3	$5.05M	Sell	97,992 -287	-0.3%	-$14.3K	1.41%	10
2024 Q2	$4.63M	Buy	98,279 +3,553	+4%	+$170K	1.37%	12
2024 Q1	$4.7M	Buy	+94,726	New	+$4.45M	1.41%	12

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

Founders Financial Alliance's DGRS Position: Q2 2026 in Review

Founders Financial Alliance reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 95% in Q2 2026, selling an estimated $5.12M and leaving 4,550 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #365.

Founders Financial Alliance first reported a position in DGRS in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.05M in Q3 2024. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Founders Financial Alliance held 4,550 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $270K as of Q2 2026.
Founders Financial Alliance sold 90,695 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.12M.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #365 holding.
Founders Financial Alliance first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $5.05M in Q3 2024.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.