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

IFG 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 Q1	–	Sell	-87,035	Closed	-$4.32M	–	449
2025 Q4	$4.32M	Buy	87,035 +3,715	+4%	+$184K	0.19%	140
2025 Q3	$4.16M	Buy	83,320 +5,168	+7%	+$255K	0.19%	140
2025 Q2	$3.64M	Buy	78,152 +3,280	+4%	+$147K	0.18%	138
2025 Q1	$3.48M	Buy	74,872 +9,424	+14%	+$469K	0.19%	137
2024 Q4	$3.35M	Buy	65,448 +1,370	+2%	+$72.5K	0.19%	137
2024 Q3	$3.3M	Buy	64,078 +2,284	+4%	+$113K	0.21%	133
2024 Q2	$2.91M	Buy	+61,794	New	+$2.96M	0.19%	139

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

IFG Advisory's DGRS Position: Q1 2026 in Review

IFG Advisory sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026, closing a stake of 87,035 shares — an estimated $4.32M sold.

IFG Advisory first reported a position in DGRS in Q2 2024 and held it in 7 quarters. The position peaked at $4.32M in Q4 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

IFG Advisory reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 87,035 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $4.32M.
IFG Advisory first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and held it in 7 quarters.
IFG Advisory's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.32M in Q4 2025.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.