NorthRock Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-37	Closed	-$1.72K	–	721
2025 Q1	$1.72K	Buy	+37	New	+$1.84K	﹤0.01%	830

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

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

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

SFGP

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

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

NorthRock Partners's DGRS Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2025, closing a stake of 37 shares — an estimated $1.72K sold.

NorthRock Partners first reported a position in DGRS in Q1 2025 and held it in 1 quarter. The position peaked at $1.72K in Q1 2025. 121 funds tracked by Wall St. Rank hold DGRS as of Q2 2025.

NorthRock Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 37 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2025, an estimated $1.72K.
NorthRock Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2025 and held it in 1 quarter.
NorthRock Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.72K in Q1 2025.
121 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.