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 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 $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

Gateway Wealth Partners's DGRS Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 7,253 shares worth $384K. The stake represents 0.02% of the portfolio and ranks #662 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in DGRS as recently as Q1 2024.

Gateway Wealth Partners first reported a position in DGRS in Q1 2024 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Gateway Wealth Partners held 7,253 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $384K as of Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Gateway Wealth Partners position in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #662 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 2 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.