Global Retirement Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Global Retirement 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
2025 Q4	$92.8K	Sell	1,870 -1,179	-39%	-$58.4K	﹤0.01%	1956
2025 Q3	$152K	Buy	3,049 +9	+0.3%	+$445	﹤0.01%	1311
2025 Q2	$142K	Buy	+3,040	New	+$137K	﹤0.01%	1261
2024 Q4	$156K	Hold	3,040	–	–	﹤0.01%	1062
2024 Q3	$157K	Sell	3,040 -14	-0.5%	-$695	﹤0.01%	1020
2024 Q2	$144K	Sell	3,054 -7	-0.2%	-$335	﹤0.01%	1023
2024 Q1	$152K	Buy	3,061 +2	+0.1%	+$94	0.01%	899
2023 Q4	$138K	Buy	3,059 +334	+12%	+$14.1K	0.01%	897
2023 Q3	$109K	Hold	2,725	–	–	0.01%	898
2023 Q2	$116K	Hold	2,725	–	–	0.01%	883
2023 Q1	$108K	Hold	2,725	–	–	0.01%	885
2022 Q4	$110K	Hold	2,725	–	–	0.01%	783
2022 Q3	$111K	Buy	2,725 +300	+12%	+$12.3K	0.01%	743
2022 Q2	$96K	Hold	2,425	–	–	0.01%	759
2022 Q1	$100K	Buy	+2,425	New	+$110K	0.01%	757
2021 Q4	–	Sell	-2,425	Closed	-$108K	–	576
2021 Q3	$108K	Hold	2,425	–	–	0.01%	625
2021 Q2	$113K	Hold	2,425	–	–	0.01%	601
2021 Q1	$112K	Hold	2,425	–	–	0.01%	539
2020 Q4	$96K	Hold	2,425	–	–	0.01%	542
2020 Q3	$74K	Hold	2,425	–	–	0.01%	546
2020 Q2	$73K	Hold	2,425	–	–	0.01%	545
2020 Q1	$61K	Hold	2,425	–	–	0.01%	523
2019 Q4	$91K	Hold	2,425	–	–	0.01%	503
2019 Q3	$86K	Hold	2,425	–	–	0.01%	497
2019 Q2	$86K	Hold	2,425	–	–	0.02%	484
2019 Q1	$84K	Hold	2,425	–	–	0.02%	426
2018 Q4	$76K	Buy	+2,425	New	+$83.3K	0.02%	425

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's DGRS Position: Q4 2025 in Review

Global Retirement Partners reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 39% in Q4 2025, selling an estimated $58.4K and leaving 1,870 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Global Retirement Partners first reported a position in DGRS in Q4 2018 and has held it in 27 quarters since. The position peaked at $157K in Q3 2024. 125 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

Global Retirement Partners held 1,870 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $92.8K as of Q4 2025.
Global Retirement Partners sold 1,179 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $58.4K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1956 holding.
Global Retirement Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2018 and has held it in 27 quarters since.
Global Retirement Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $157K in Q3 2024.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.