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 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 -2,026	-18%	-$107K	0.09%	246
2024 Q3	$580K	Buy	11,251 +1,245	+12%	+$61.8K	0.31%	64
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 $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

Golden State Equity Partners's DGRS Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 13,144 shares worth $696K. The stake represents 0.05% of the portfolio and ranks #361 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in DGRS as recently as Q3 2025.

Golden State Equity Partners first reported a position in DGRS in Q2 2023 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Golden State Equity Partners held 13,144 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $696K as of Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Golden State Equity Partners position in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #361 holding.
Golden State Equity Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2023 and has held it in 10 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 Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.