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 Q2	$4.5M	Buy	+75,781	New	+$4.28M	0.16%	164
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 $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

IFG Advisory's DGRS Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 75,781 shares worth $4.5M. The stake represents 0.16% of the portfolio and ranks #164 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DGRS as recently as Q4 2025.

IFG Advisory first reported a position in DGRS in Q2 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

IFG Advisory held 75,781 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $4.5M as of Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new IFG Advisory position in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.16% of IFG Advisory's portfolio in Q2 2026, its #164 holding.
IFG Advisory first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.