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 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%	2206
2022 Q2	$56K	Hold	1,494	–	–	﹤0.01%	2078
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%	206

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFP Advisors's DGRS Position: Q2 2026 in Review

IFP Advisors opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 285 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #3076 among its holdings. This is a return to the name: IFP Advisors previously reported a position in DGRS as recently as Q1 2023.

IFP Advisors first reported a position in DGRS in Q1 2016 and has held it in 26 quarters since. The position peaked at $756K in Q1 2019. 18 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

IFP Advisors held 285 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $16.9K as of Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new IFP Advisors position in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3076 holding.
IFP Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2016 and has held it in 26 quarters since.
IFP Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $756K in Q1 2019.
18 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.