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 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 $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

NewEdge Advisors's DGRS Position: Q1 2026 in Review

NewEdge Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 73 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

NewEdge Advisors first reported a position in DGRS in Q2 2017 and has held it in 15 quarters since. The position peaked at $16.2K in Q2 2017. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

NewEdge Advisors held 73 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $3.87K as of Q1 2026.
NewEdge 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 NewEdge Advisors's portfolio in Q1 2026, its #3659 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 15 quarters since.
NewEdge Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $16.2K in Q2 2017.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.