Modern Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Modern Wealth Management’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	$5.01M	Buy	94,025 +17,725	+23%	+$952K	0.09%	198
2025 Q4	$3.79M	Buy	76,300 +29,738	+64%	+$1.47M	0.07%	213
2025 Q3	$2.33M	Buy	46,562 +35,343	+315%	+$1.75M	0.05%	264
2025 Q2	$522K	Buy	+11,219	New	+$504K	0.01%	468

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 $811M AUM 18.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Modern Wealth Management's DGRS Position: Q1 2026 in Review

Modern Wealth Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 23% in Q1 2026, buying an estimated $952K and bringing the position to 94,025 shares worth $5.01M. The position accounts for 0.09% of the portfolio, ranked #198.

Modern Wealth Management first reported a position in DGRS in Q2 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Modern Wealth Management held 94,025 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $5.01M as of Q1 2026.
Modern Wealth Management bought 17,725 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $952K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.09% of Modern Wealth Management's portfolio in Q1 2026, its #198 holding.
Modern Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2025 and has held it in 4 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.