Independent Advisor Alliance’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Independent Advisor Alliance’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	$2.88M	Buy	54,356 +10,123	+23%	+$543K	0.03%	455
2025 Q4	$2.19M	Buy	44,233 +1,247	+3%	+$61.8K	0.05%	283
2025 Q3	$2.15M	Sell	42,986 -3,332	-7%	-$165K	0.06%	278
2025 Q2	$2.16M	Buy	+46,318	New	+$2.08M	0.06%	260
2025 Q1	–	Sell	-140,985	Closed	-$7.22M	–	911
2024 Q4	$7.22M	Buy	+140,985	New	+$7.46M	0.1%	204

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

Independent Advisor Alliance's DGRS Position: Q1 2026 in Review

Independent Advisor Alliance increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 23% in Q1 2026, buying an estimated $543K and bringing the position to 54,356 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #455.

Independent Advisor Alliance first reported a position in DGRS in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.22M in Q4 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Independent Advisor Alliance held 54,356 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.88M as of Q1 2026.
Independent Advisor Alliance bought 10,123 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $543K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #455 holding.
Independent Advisor Alliance first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 5 quarters since.
Independent Advisor Alliance's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7.22M in Q4 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.