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

NewEdge 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	$10.9K	Buy	183 +110	+151%	+$6.21K	﹤0.01%	3513
2026 Q1	$3.87K	Hold	73	–	–	﹤0.01%	3659
2025 Q4	$3.62K	Sell	73 -4	-5%	-$198	﹤0.01%	3756
2025 Q3	$3.85K	Hold	77	–	–	﹤0.01%	3612
2025 Q2	$3.58K	Hold	77	–	–	﹤0.01%	3488
2025 Q1	$3.58K	Hold	77	–	–	﹤0.01%	3386
2024 Q4	$3.94K	Hold	77	–	–	﹤0.01%	3293
2024 Q3	$3.97K	Sell	77 -83	-52%	-$4.12K	﹤0.01%	3222
2024 Q2	$7.54K	Hold	160	–	–	﹤0.01%	2958
2024 Q1	$7.94K	Hold	160	–	–	﹤0.01%	2974
2023 Q4	$7.59K	Sell	160 -3	-2%	-$127	﹤0.01%	2967
2023 Q3	$6.71K	Hold	163	–	–	﹤0.01%	2713
2023 Q2	$6.92K	Hold	163	–	–	﹤0.01%	2714
2023 Q1	$6.78K	Hold	163	–	–	﹤0.01%	2683
2022 Q4	$7	Buy	+163	New	+$6.58K	﹤0.01%	3754
2017 Q3	–	Sell	-489	Closed	-$16.2K	–	537
2017 Q2	$16.2K	Buy	+489	New	+$16.2K	﹤0.01%	802

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

NewEdge Advisors's DGRS Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 151% in Q2 2026, buying an estimated $6.21K and bringing the position to 183 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

NewEdge Advisors first reported a position in DGRS in Q2 2017 and has held it in 16 quarters since. The position peaked at $16.2K in Q2 2017. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

NewEdge Advisors held 183 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $10.9K as of Q2 2026.
NewEdge Advisors bought 110 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.21K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3513 holding.
NewEdge Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $16.2K in Q2 2017.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.