Glen Eagle Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Glen Eagle Advisors’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	$15.8K	Buy	299 +1	+0.3%	+$54	﹤0.01%	599
2025 Q4	$14.8K	Sell	298 -100	-25%	-$4.95K	﹤0.01%	627
2025 Q3	$19.9K	Buy	398 +2	+0.5%	+$99	﹤0.01%	576
2025 Q2	$18.4K	Buy	396 +2	+0.5%	+$90	﹤0.01%	566
2025 Q1	$18.3K	Buy	394 +1	+0.3%	+$50	﹤0.01%	554
2024 Q4	$20.1K	Buy	393 +191	+95%	+$10.1K	﹤0.01%	549
2024 Q3	$10.4K	Buy	202 +1	+0.5%	+$50	﹤0.01%	652
2024 Q2	$9.45K	Buy	201 +1	+0.5%	+$48	﹤0.01%	661
2024 Q1	$9.93K	Hold	200	–	–	﹤0.01%	653
2023 Q4	$9.49K	Hold	200	–	–	﹤0.01%	642
2023 Q3	$8.24K	Hold	200	–	–	﹤0.01%	656
2023 Q2	$8.49K	Hold	200	–	–	﹤0.01%	665
2023 Q1	$8.31K	Hold	200	–	–	﹤0.01%	648
2022 Q4	$8.04K	Hold	200	–	–	﹤0.01%	647
2022 Q3	$7.19K	Hold	200	–	–	﹤0.01%	645
2022 Q2	$7.94K	Hold	200	–	–	﹤0.01%	656
2022 Q1	$8.92K	Hold	200	–	–	﹤0.01%	645
2021 Q4	$9.52K	Hold	200	–	–	﹤0.01%	629
2021 Q3	$8.87K	Hold	200	–	–	﹤0.01%	719
2021 Q2	$9.29K	Hold	200	–	–	﹤0.01%	706
2021 Q1	$9.21K	Hold	200	–	–	﹤0.01%	680
2020 Q4	$7.91K	Hold	200	–	–	﹤0.01%	669
2020 Q3	$6.14K	Sell	200 -31	-13%	-$969	﹤0.01%	668
2020 Q2	$6.94K	Buy	231 +31	+16%	+$863	﹤0.01%	618
2020 Q1	$5.03K	Hold	200	–	–	﹤0.01%	616
2019 Q4	$7.54K	Sell	200 -111	-36%	-$4.07K	﹤0.01%	649
2019 Q3	$11.1K	Hold	311	–	–	0.01%	495
2019 Q2	$11.1K	Hold	311	–	–	0.01%	481
2019 Q1	$10.8K	Hold	311	–	–	0.01%	472
2018 Q4	$9.69K	Buy	+311	New	+$10.7K	0.01%	463

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

Glen Eagle Advisors's DGRS Position: Q1 2026 in Review

Glen Eagle Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.34% in Q1 2026, buying an estimated $54 and bringing the position to 299 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Glen Eagle Advisors first reported a position in DGRS in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.1K in Q4 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Glen Eagle Advisors held 299 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $15.8K as of Q1 2026.
Glen Eagle Advisors bought 1 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share in Q1 2026, an estimated $54.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #599 holding.
Glen Eagle Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
Glen Eagle Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $20.1K in Q4 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.