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 Q2	$27.8K	Hold	469	–	–	0.01%	580
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 $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

Medallion Wealth Advisors's DGRS Position: Q2 2026 in Review

Medallion Wealth Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 469 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #580.

Medallion Wealth Advisors first reported a position in DGRS in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Medallion Wealth Advisors held 469 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $27.8K as of Q2 2026.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q2 2026, its #580 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 7 quarters since.
130 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.