John Overdeck’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

John Overdeck’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	$1.1M	Sell	18,500 -10,600	-36%	-$598K	﹤0.01%	3543
2026 Q1	$1.54M	Buy	+29,100	New	+$1.56M	﹤0.01%	2960
2025 Q4	–	Sell	-26,300	Closed	-$1.31M	–	4131
2025 Q3	$1.31M	Sell	26,300 -14,900	-36%	-$736K	﹤0.01%	2406
2025 Q2	$1.92M	Sell	41,200 -27,300	-40%	-$1.23M	﹤0.01%	1866
2025 Q1	$3.19M	Buy	68,500 +49,700	+264%	+$2.47M	0.01%	1406
2024 Q4	$963K	Sell	18,800 -5,100	-21%	-$270K	﹤0.01%	2202
2024 Q3	$1.23M	Buy	+23,900	New	+$1.19M	﹤0.01%	2000
2024 Q1	–	Sell	-9,300	Closed	-$441K	–	3083
2023 Q4	$441K	Hold	9,300	–	–	﹤0.01%	2527
2023 Q3	$383K	Buy	+9,300	New	+$400K	﹤0.01%	2393

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

John Overdeck's DGRS Position: Q2 2026 in Review

John Overdeck reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 36% in Q2 2026, selling an estimated $598K and leaving 18,500 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3543.

John Overdeck first reported a position in DGRS in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.19M in Q1 2025. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

John Overdeck held 18,500 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.1M as of Q2 2026.
John Overdeck sold 10,600 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $598K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3543 holding.
John Overdeck first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2023 and has held it in 9 quarters since.
John Overdeck's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $3.19M in Q1 2025.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.