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

Optima Capital’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 		$215K Buy
+3,619
New +$204K 0.08% 156
2026
Q1 		– Sell
-3,585
Closed -$178K – 446
2025
Q4 		$178K Buy
+3,585
New +$178K 0.08% 169
2025
Q1 		– Sell
-19,085
Closed -$978K – 143
2024
Q4 		$978K Buy
+19,085
New +$1.01M 0.67% 44

Other funds holding DGRS

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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Optima Capital's DGRS Position: Q2 2026 in Review

Optima Capital opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 3,619 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #156 among its holdings. This is a return to the name: Optima Capital previously reported a position in DGRS as recently as Q4 2025.

Optima Capital first reported a position in DGRS in Q4 2024 and has held it in 3 quarters since. The position peaked at $978K in Q4 2024. 44 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Optima Capital held 3,619 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $215K as of Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Optima Capital position in Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.08% of Optima Capital's portfolio in Q2 2026, its #156 holding.
  • Optima Capital first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 3 quarters since.
  • Optima Capital's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $978K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.