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Harbor Investment Advisory’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Harbor Investment Advisory’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 		$1.2M Buy
20,300
+6,115
+43% +$345K 0.08% 177
2026
Q1 		$751K Buy
14,185
+2,683
+23% +$144K 0.06% 233
2025
Q4 		$571K Sell
11,502
-200
-2% -$9.91K 0.04% 266
2025
Q3 		$585K Sell
11,702
-2,231
-16% -$110K 0.05% 256
2025
Q2 		$649K Sell
13,933
-189
-1% -$8.49K 0.06% 232
2025
Q1 		$657K Sell
14,122
-1,855
-12% -$92.3K 0.06% 213
2024
Q4 		$819K Buy
15,977
+7
+0% +$371 0.08% 175
2024
Q3 		$823K Buy
15,970
+1,533
+11% +$76.2K 0.08% 182
2024
Q2 		$680K Sell
14,437
-1,989
-12% -$95.1K 0.07% 193
2024
Q1 		$815K Sell
16,426
-4,973
-23% -$234K 0.09% 180
2023
Q4 		$1.02M Buy
21,399
+5,860
+38% +$248K 0.12% 140
2023
Q3 		$640K Buy
15,539
+4,090
+36% +$176K 0.08% 180
2023
Q2 		$486K Buy
11,449
+1,576
+16% +$64.3K 0.07% 223
2023
Q1 		$410K Hold
9,873
– – 0.06% 235
2022
Q4 		$397K Buy
9,873
+8,208
+493% +$332K 0.06% 234
2022
Q3 		$60K Buy
+1,665
New +$68.1K 0.01% 625

Other funds holding DGRS

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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 $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM

Harbor Investment Advisory's DGRS Position: Q2 2026 in Review

Harbor Investment Advisory increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 43% in Q2 2026, buying an estimated $345K and bringing the position to 20,300 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #177.

Harbor Investment Advisory first reported a position in DGRS in Q3 2022 and has held it in 16 quarters since. 54 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Harbor Investment Advisory held 20,300 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.2M as of Q2 2026.
  • Harbor Investment Advisory bought 6,115 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $345K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.08% of Harbor Investment Advisory's portfolio in Q2 2026, its #177 holding.
  • Harbor Investment Advisory first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.