Gateway Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Gateway Wealth Partners’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	$202K	Sell	3,411 -3,842	-53%	-$217K	0.01%	737
2026 Q1	$384K	Buy	+7,253	New	+$389K	0.02%	662
2024 Q2	–	Sell	-4,253	Closed	-$211K	–	267
2024 Q1	$211K	Buy	+4,253	New	+$200K	0.08%	222

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

Gateway Wealth Partners's DGRS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 53% in Q2 2026, selling an estimated $217K and leaving 3,411 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #737.

Gateway Wealth Partners first reported a position in DGRS in Q1 2024 and has held it in 3 quarters since. The position peaked at $384K in Q1 2026. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Gateway Wealth Partners held 3,411 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $202K as of Q2 2026.
Gateway Wealth Partners sold 3,842 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $217K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #737 holding.
Gateway Wealth Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 3 quarters since.
Gateway Wealth Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $384K in Q1 2026.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.