IFP Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

IFP Advisors’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 Q3	–	Sell	-285	Closed	-$16.9K	–	5265
2026 Q2	$16.9K	Buy	+285	New	+$16.1K	﹤0.01%	3076
2023 Q2	–	Sell	-85	Closed	-$3.08K	–	3473
2023 Q1	$3.08K	Sell	85 -398	-82%	-$17.2K	﹤0.01%	2755
2022 Q4	$17K	Sell	483 -1,097	-69%	-$44.3K	﹤0.01%	3017
2022 Q3	$62K	Buy	1,580 +86	+6%	+$3.52K	﹤0.01%	2205
2022 Q2	$56K	Hold	1,494	–	–	﹤0.01%	2079
2022 Q1	$56K	Buy	1,494 +1,409	+1,658%	+$63.8K	﹤0.01%	2078
2021 Q4	$4K	Hold	85	–	–	﹤0.01%	2562
2021 Q3	$4K	Hold	85	–	–	﹤0.01%	2625
2021 Q2	$4K	Sell	85 -10,773	-99%	-$508K	﹤0.01%	2540
2021 Q1	$501K	Sell	10,858 -1,474	-12%	-$64.5K	0.01%	520
2020 Q4	$486K	Buy	12,332 +2,191	+22%	+$78.7K	0.02%	516
2020 Q3	$310K	Buy	10,141 +9,802	+2,891%	+$307K	0.02%	560
2020 Q2	$10K	Sell	339 -1,200	-78%	-$33.4K	﹤0.01%	1814
2020 Q1	$40K	Sell	1,539 -12	-0.8%	-$398	﹤0.01%	1221
2019 Q4	$57K	Sell	1,551 -14,865	-91%	-$545K	﹤0.01%	1198
2019 Q3	$578K	Buy	+16,416	New	+$571K	0.04%	451
2019 Q1	$756K	Buy	21,901 +1,181	+6%	+$41K	0.1%	206
2018 Q4	$642K	Buy	20,720 +675	+3%	+$23.2K	0.04%	470
2018 Q3	$756K	Sell	20,045 -80	-0.4%	-$3.02K	0.03%	524
2018 Q2	$738K	Buy	20,125 +437	+2%	+$15.6K	0.03%	516
2018 Q1	$703K	Hold	19,688	–	–	0.03%	499
2017 Q4	$703K	Buy	19,688 +3,898	+25%	+$136K	0.03%	500
2017 Q3	$545K	Buy	+15,790	New	+$520K	0.02%	659
2017 Q1	–	Sell	-500	Closed	-$17K	–	4020
2016 Q4	$17K	Hold	500	–	–	﹤0.01%	2563
2016 Q3	$15K	Buy	+500	New	+$15.2K	﹤0.01%	2580
2016 Q2	–	Sell	-21,901	Closed	-$756K	–	3873
2016 Q1	$756K	Buy	+21,901	New	+$561K	0.1%	207

Other funds holding DGRS

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

IFP Advisors's DGRS Position: Q3 2026 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2026, closing a stake of 285 shares — an estimated $16.9K sold.

IFP Advisors first reported a position in DGRS in Q1 2016 and held it in 26 quarters. The position peaked at $756K in Q1 2019. 26 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

IFP Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 285 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $16.9K.
IFP Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2016 and held it in 26 quarters.
IFP Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $756K in Q1 2019.
26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.