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IAG Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

IAG Wealth 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
2025
Q2 		– Sell
-1,066
Closed -$49.6K – 508
2025
Q1 		$49.6K Buy
1,066
+408
+62% +$20.3K 0.01% 199
2024
Q4 		$33.7K Hold
658
– – 0.01% 224
2024
Q3 		$33.9K Hold
658
– – 0.01% 228
2024
Q2 		$31K Hold
658
– – 0.01% 220
2024
Q1 		$32.7K Hold
658
– – 0.01% 197
2023
Q4 		$31.2K Hold
658
– – 0.01% 196
2023
Q3 		$27.1K Hold
658
– – 0.01% 199
2023
Q2 		$27.9K Hold
658
– – 0.01% 207
2023
Q1 		$27.4K Buy
658
+112
+21% +$4.84K 0.01% 192
2022
Q4 		$22K Hold
546
– – 0.01% 204
2022
Q3 		$20K Hold
546
– – 0.01% 201
2022
Q2 		$22K Hold
546
– – 0.01% 192
2022
Q1 		$24K Hold
546
– – 0.01% 201
2021
Q4 		$26K Buy
+546
New +$25.4K 0.01% 187

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IAG Wealth Partners's DGRS Position: Q2 2025 in Review

IAG Wealth Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2025, closing a stake of 1,066 shares — an estimated $49.6K sold.

IAG Wealth Partners first reported a position in DGRS in Q4 2021 and held it in 14 quarters. The position peaked at $49.6K in Q1 2025. 121 funds tracked by Wall St. Rank hold DGRS as of Q2 2025.

  • IAG Wealth Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 1,066 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2025, an estimated $49.6K.
  • IAG Wealth Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and held it in 14 quarters.
  • IAG Wealth Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $49.6K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.