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

Medallion Wealth 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 Q1	$24.8K	Hold	469	–	–	0.01%	610
2025 Q4	$23.3K	Buy	469 +60	+15%	+$2.97K	0.01%	611
2025 Q3	$20.4K	Hold	409	–	–	0.01%	632
2025 Q2	$19.6K	Hold	409	–	–	0.01%	623
2025 Q1	$19.1K	Hold	409	–	–	0.01%	580
2024 Q4	$21K	Buy	+409	New	+$21.6K	0.01%	554

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Medallion Wealth Advisors's DGRS Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 469 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #610.

Medallion Wealth Advisors first reported a position in DGRS in Q4 2024 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Medallion Wealth Advisors held 469 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $24.8K as of Q1 2026.
Medallion Wealth Advisors left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #610 holding.
Medallion Wealth Advisors 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.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.