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Objective Capital Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Objective Capital 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
2025
Q2 		– Sell
-5,178
Closed -$241K – 85
2025
Q1 		$241K Buy
5,178
+14
+0.3% +$697 0.31% 69
2024
Q4 		$265K Buy
5,164
+164
+3% +$8.68K 0.18% 112
2024
Q3 		$258K Buy
+5,000
New +$248K 0.15% 125
2024
Q1 		$207K Buy
+4,174
New +$196K 0.14% 134

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Objective Capital Management's DGRS Position: Q2 2025 in Review

Objective Capital Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2025, closing a stake of 5,178 shares — an estimated $241K sold.

Objective Capital Management first reported a position in DGRS in Q1 2024 and held it in 4 quarters. The position peaked at $265K in Q4 2024. 121 funds tracked by Wall St. Rank hold DGRS as of Q2 2025.

  • Objective Capital Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Objective Capital Management sold 5,178 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2025, an estimated $241K.
  • Objective Capital Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and held it in 4 quarters.
  • Objective Capital Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $265K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2025.

Based on Objective Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.