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BFC Planning, Inc.’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

BFC Planning, Inc.’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 		$115K Buy
+1,930
New +$109K ﹤0.01% 1179

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Raymond James Financial
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UAG
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Osaic Holdings
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BFC Planning, Inc.'s DGRS Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 1,930 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

132 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • BFC Planning, Inc. held 1,930 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $115K as of Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new BFC Planning, Inc. position in Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1179 holding.
  • 132 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.