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 Q2	$73.9K	Sell	1,244 -167	-12%	-$9.42K	0.01%	639
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	–	403
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 $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 Wealth Management's DGRS Position: Q2 2026 in Review

Golden State Wealth Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 12% in Q2 2026, selling an estimated $9.42K and leaving 1,244 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #639.

Golden State Wealth Management first reported a position in DGRS in Q1 2019 and has held it in 11 quarters since. The position peaked at $74.8K in Q1 2026. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Golden State Wealth Management held 1,244 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $73.9K as of Q2 2026.
Golden State Wealth Management sold 167 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.42K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #639 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 11 quarters since.
Golden State Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $74.8K in Q1 2026.
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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.