Golden State Equity Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Golden State Equity 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	–	Sell	-13,144	Closed	-$696K	–	680
2026 Q1	$696K	Buy	+13,144	New	+$706K	0.05%	361
2025 Q4	–	Sell	-12,666	Closed	-$633K	–	501
2025 Q3	$633K	Buy	12,666 +627	+5%	+$31K	0.11%	224
2025 Q2	$560K	Buy	12,039 +13	+0.1%	+$584	0.1%	234
2025 Q1	$559K	Buy	12,026 +2,801	+30%	+$139K	0.11%	228
2024 Q4	$473K	Sell	9,225 -11,420	-55%	-$604K	0.09%	246
2024 Q3	$1.06M	Buy	20,645 +10,639	+106%	+$529K	0.17%	137
2024 Q2	$471K	Buy	+10,006	New	+$479K	0.1%	231
2023 Q4	$486K	Buy	10,247 +472	+5%	+$20K	0.12%	194
2023 Q3	$403K	Buy	9,775 +9,705	+13,864%	+$417K	0.11%	196
2023 Q2	$2.97K	Buy	+70	New	+$2.86K	﹤0.01%	375

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

Golden State Equity Partners's DGRS Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026, closing a stake of 13,144 shares — an estimated $696K sold.

Golden State Equity Partners first reported a position in DGRS in Q2 2023 and held it in 10 quarters. The position peaked at $1.06M in Q3 2024. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Golden State Equity Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 13,144 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $696K.
Golden State Equity Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2023 and held it in 10 quarters.
Golden State Equity Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.06M in Q3 2024.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.