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International Assets Investment Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

International Assets Investment 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
Q2 		$1.18K Hold
20
– – ﹤0.01% 2185
2026
Q1 		$1.06K Hold
20
– – ﹤0.01% 2058
2025
Q4 		$992 Buy
+20
New +$991 ﹤0.01% 2046
2024
Q3 		– Sell
-20
Closed -$942 – 1900
2024
Q2 		$942 Buy
+20
New +$957 ﹤0.01% 2110

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

International Assets Investment Management's DGRS Position: Q2 2026 in Review

International Assets Investment Management held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 20 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

International Assets Investment Management first reported a position in DGRS in Q2 2024 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • International Assets Investment Management held 20 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.18K as of Q2 2026.
  • International Assets Investment Management left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2185 holding.
  • International Assets Investment Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.