LifeWealth Investments’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

LifeWealth Investments’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	$1.89M	Buy	31,831 +3,503	+12%	+$198K	0.51%	42
2026 Q1	$1.5M	Buy	28,328 +4,618	+19%	+$248K	0.45%	47
2025 Q4	$1.18M	Buy	23,710 +5,746	+32%	+$285K	0.37%	53
2025 Q3	$898K	Buy	17,964 +750	+4%	+$37.1K	0.3%	64
2025 Q2	$801K	Buy	17,214 +2,718	+19%	+$122K	0.29%	65
2025 Q1	$674K	Buy	+14,496	New	+$721K	0.32%	64

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

LifeWealth Investments's DGRS Position: Q2 2026 in Review

LifeWealth Investments increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 12% in Q2 2026, buying an estimated $198K and bringing the position to 31,831 shares worth $1.89M. The position accounts for 0.51% of the portfolio, ranked #42.

LifeWealth Investments first reported a position in DGRS in Q1 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

LifeWealth Investments held 31,831 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.89M as of Q2 2026.
LifeWealth Investments bought 3,503 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $198K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.51% of LifeWealth Investments's portfolio in Q2 2026, its #42 holding.
LifeWealth Investments first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.