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IHT Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

IHT Wealth Management’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 		$519K Sell
9,792
-1,123
-10% -$60.3K 0.01% 813
2025
Q4 		$542K Sell
10,915
-1,808
-14% -$89.6K 0.01% 730
2025
Q3 		$636K Sell
12,723
-413
-3% -$20.4K 0.02% 665
2025
Q2 		$611K Sell
13,136
-5,364
-29% -$241K 0.02% 641
2025
Q1 		$860K Buy
18,500
+111
+0.6% +$5.52K 0.03% 509
2024
Q4 		$942K Sell
18,389
-4,188
-19% -$222K 0.03% 473
2024
Q3 		$1.16M Buy
22,577
+3,665
+19% +$182K 0.03% 462
2024
Q2 		$891K Sell
18,912
-211
-1% -$10.1K 0.03% 460
2024
Q1 		$949K Sell
19,123
-34
-0.2% -$1.6K 0.04% 439
2023
Q4 		$909K Buy
+19,157
New +$811K 0.04% 415
2023
Q3 		– Sell
-6,879
Closed -$292K – 975
2023
Q2 		$292K Sell
6,879
-35
-0.5% -$1.43K 0.02% 738
2023
Q1 		$287K Buy
6,914
+737
+12% +$31.9K 0.02% 718
2022
Q4 		$248K Buy
6,177
+182
+3% +$7.35K 0.02% 734
2022
Q3 		$216K Buy
5,995
+732
+14% +$29.9K 0.02% 755
2022
Q2 		$209K Sell
5,263
-298
-5% -$12.6K 0.02% 652
2022
Q1 		$248K Buy
+5,561
New +$252K 0.02% 637
2021
Q1 		– Sell
-5,252
Closed -$208K – 839
2020
Q4 		$208K Buy
+5,252
New +$189K 0.02% 679

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IHT Wealth Management's DGRS Position: Q1 2026 in Review

IHT Wealth Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 10% in Q1 2026, selling an estimated $60.3K and leaving 9,792 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #813.

IHT Wealth Management first reported a position in DGRS in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • IHT Wealth Management held 9,792 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $519K as of Q1 2026.
  • IHT Wealth Management sold 1,123 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $60.3K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #813 holding.
  • IHT Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2020 and has held it in 17 quarters since.
  • IHT Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.16M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.