Lido Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Lido Advisors’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	–	Sell	-235,589	Closed	-$12.5M	–	2165
2026 Q1	$12.5M	Sell	235,589 -15,739	-6%	-$845K	0.04%	285
2025 Q4	$12.6M	Sell	251,328 -487	-0.2%	-$24.1K	0.04%	288
2025 Q3	$12.6M	Sell	251,815 -10,616	-4%	-$525K	0.04%	271
2025 Q2	$12.2M	Sell	262,431 -5,976	-2%	-$269K	0.05%	229
2025 Q1	$12.5M	Sell	268,407 -211,541	-44%	-$10.5M	0.06%	208
2024 Q4	$24.6M	Buy	+479,948	New	+$25.4M	0.11%	113

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

Lido Advisors's DGRS Position: Q2 2026 in Review

Lido Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026, closing a stake of 235,589 shares — an estimated $12.5M sold.

Lido Advisors first reported a position in DGRS in Q4 2024 and held it in 6 quarters. The position peaked at $24.6M in Q4 2024. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Lido Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 235,589 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $12.5M.
Lido Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and held it in 6 quarters.
Lido Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $24.6M 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 Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.