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 Q2	$2.87M	Sell	48,378 -5,978	-11%	-$337K	0.07%	209
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 $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

Independent Advisor Alliance's DGRS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 11% in Q2 2026, selling an estimated $337K and leaving 48,378 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #209.

Independent Advisor Alliance first reported a position in DGRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.22M in Q4 2024. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Independent Advisor Alliance held 48,378 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.87M as of Q2 2026.
Independent Advisor Alliance sold 5,978 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $337K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.07% of Independent Advisor Alliance's portfolio in Q2 2026, its #209 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 6 quarters since.
Independent Advisor Alliance's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7.22M in Q4 2024.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.