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

Golden State Wealth Management’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	$74.8K	Buy	1,411 +3	+0.2%	+$161	0.01%	583
2025 Q4	$69.9K	Buy	1,408 +16	+1%	+$793	0.01%	608
2025 Q3	$69.6K	Buy	1,392 +2	+0.1%	+$99	0.01%	587
2025 Q2	$64.7K	Buy	1,390 +657	+90%	+$29.5K	0.01%	588
2025 Q1	$34.1K	Buy	733 +232	+46%	+$11.5K	0.01%	677
2024 Q4	$25.7K	Buy	+501	New	+$26.5K	﹤0.01%	705
2020 Q2	–	Sell	-632	Closed	-$16K	–	345
2020 Q1	$16K	Buy	+632	New	+$21K	0.01%	535
2019 Q4	–	Sell	-632	Closed	-$22K	–	245
2019 Q3	$22K	Hold	632	–	–	0.01%	597
2019 Q2	$22K	Hold	632	–	–	0.01%	598
2019 Q1	$22K	Buy	+632	New	+$21.9K	0.01%	604

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 Wealth Management's DGRS Position: Q1 2026 in Review

Golden State Wealth Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.21% in Q1 2026, buying an estimated $161 and bringing the position to 1,411 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #583.

Golden State Wealth Management first reported a position in DGRS in Q1 2019 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Golden State Wealth Management held 1,411 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $74.8K as of Q1 2026.
Golden State Wealth Management bought 3 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $161.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #583 holding.
Golden State Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2019 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 Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.