Guardian Wealth Advisors (North Carolina)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$10.2K	Buy	+192	New	+$10.3K	﹤0.01%	539
2025 Q3	–	Sell	-192	Closed	-$8.94K	–	383
2025 Q2	$8.94K	Hold	192	–	–	﹤0.01%	486
2025 Q1	$8.93K	Hold	192	–	–	﹤0.01%	466
2024 Q4	$9.84K	Hold	192	–	–	﹤0.01%	444
2024 Q3	$9.89K	Hold	192	–	–	﹤0.01%	387
2024 Q2	$9.04K	Hold	192	–	–	﹤0.01%	373
2024 Q1	$9.53K	Hold	192	–	–	﹤0.01%	389
2023 Q4	$9.11K	Hold	192	–	–	﹤0.01%	383
2023 Q3	$7.91K	Hold	192	–	–	﹤0.01%	363
2023 Q2	$8.15K	Hold	192	–	–	﹤0.01%	349
2023 Q1	$7.98K	Hold	192	–	–	﹤0.01%	345
2022 Q4	$7.72K	Hold	192	–	–	﹤0.01%	324
2022 Q3	$7K	Hold	192	–	–	﹤0.01%	298
2022 Q2	$8K	Buy	+192	New	+$8.1K	﹤0.01%	297

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

Guardian Wealth Advisors (North Carolina)'s DGRS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 192 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in DGRS as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in DGRS in Q2 2022 and has held it in 14 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 192 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $10.2K as of Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #539 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2022 and has held it in 14 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.