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

ORG 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 Q4	–	Sell	-2,754	Closed	-$138K	–	1724
2025 Q3	$138K	Sell	2,754 -142	-5%	-$7.02K	0.03%	408
2025 Q2	$138K	Buy	2,896 +200	+7%	+$8.99K	0.03%	374
2025 Q1	$126K	Buy	2,696 +1,908	+242%	+$95K	0.03%	340
2024 Q4	$40.4K	Buy	+788	New	+$41.7K	0.01%	606
2024 Q3	–	Sell	-175	Closed	-$8.24K	–	1215
2024 Q2	$8.24K	Buy	+175	New	+$8.37K	﹤0.01%	1287
2024 Q1	–	Sell	-3,043	Closed	-$144K	–	658
2023 Q4	$144K	Buy	3,043 +20	+0.7%	+$846	0.02%	346
2023 Q3	$124K	Buy	+3,023	New	+$130K	0.04%	367

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

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's DGRS Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2025, closing a stake of 2,754 shares — an estimated $138K sold.

ORG Partners first reported a position in DGRS in Q3 2023 and held it in 7 quarters. The position peaked at $144K in Q4 2023. 125 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

ORG Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 2,754 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $138K.
ORG Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2023 and held it in 7 quarters.
ORG Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $144K in Q4 2023.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.