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 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 $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

Founders Financial Alliance's DGRS Position: Q1 2026 in Review

Founders Financial Alliance increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.6% in Q1 2026, buying an estimated $128K and bringing the position to 95,245 shares worth $5.04M. The position accounts for 0.91% of the portfolio, ranked #23.

Founders Financial Alliance first reported a position in DGRS in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.05M in Q3 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Founders Financial Alliance held 95,245 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $5.04M as of Q1 2026.
Founders Financial Alliance bought 2,383 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $128K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.91% of Founders Financial Alliance's portfolio in Q1 2026, its #23 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 9 quarters since.
Founders Financial Alliance's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $5.05M in Q3 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.