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

Opes 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	$470K	Buy	8,868 +675	+8%	+$36.2K	0.08%	94
2025 Q4	$407K	Buy	8,193 +45	+0.6%	+$2.23K	0.07%	102
2025 Q3	$407K	Buy	8,148 +638	+8%	+$31.5K	0.07%	99
2025 Q2	$350K	Buy	7,510 +1,125	+18%	+$50.6K	0.06%	113
2025 Q1	$297K	Buy	6,385 +520	+9%	+$25.9K	0.06%	118
2024 Q4	$300K	Buy	5,865 +1,080	+23%	+$57.2K	0.06%	112
2024 Q3	$247K	Sell	4,785 -15	-0.3%	-$745	0.05%	120
2024 Q2	$226K	Buy	+4,800	New	+$230K	0.05%	124

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

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

Opes Wealth Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 8.2% in Q1 2026, buying an estimated $36.2K and bringing the position to 8,868 shares worth $470K. The position accounts for 0.08% of the portfolio, ranked #94.

Opes Wealth Management first reported a position in DGRS in Q2 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Opes Wealth Management held 8,868 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $470K as of Q1 2026.
Opes Wealth Management bought 675 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $36.2K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.08% of Opes Wealth Management's portfolio in Q1 2026, its #94 holding.
Opes Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and has held it in 8 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 Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.