Parallel Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Parallel Advisors’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	$11.2K	Hold	211	–	–	﹤0.01%	2708
2025 Q4	$10.5K	Sell	211 -369	-64%	-$18.3K	﹤0.01%	2591
2025 Q3	$29K	Hold	580	–	–	﹤0.01%	2074
2025 Q2	$27K	Hold	580	–	–	﹤0.01%	2050
2025 Q1	$27K	Sell	580 -47	-7%	-$2.34K	﹤0.01%	1982
2024 Q4	$32.1K	Hold	627	–	–	﹤0.01%	1906
2024 Q3	$32.3K	Hold	627	–	–	﹤0.01%	1834
2024 Q2	$29.5K	Hold	627	–	–	﹤0.01%	1782
2024 Q1	$31.1K	Hold	627	–	–	﹤0.01%	1734
2023 Q4	$29.7K	Hold	627	–	–	﹤0.01%	1702
2023 Q3	$25.8K	Hold	627	–	–	﹤0.01%	1712
2023 Q2	$26.6K	Hold	627	–	–	﹤0.01%	1711
2023 Q1	$26.1K	Hold	627	–	–	﹤0.01%	1701
2022 Q4	$25.2K	Hold	627	–	–	﹤0.01%	1605
2022 Q3	$23K	Hold	627	–	–	﹤0.01%	1614
2022 Q2	$25K	Hold	627	–	–	﹤0.01%	1565
2022 Q1	$28K	Hold	627	–	–	﹤0.01%	1557
2021 Q4	$30K	Hold	627	–	–	﹤0.01%	1583
2021 Q3	$28K	Sell	627 -844	-57%	-$38.3K	﹤0.01%	1560
2021 Q2	$68K	Buy	+1,471	New	+$69.3K	﹤0.01%	1093

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

Parallel Advisors's DGRS Position: Q1 2026 in Review

Parallel Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 211 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Parallel Advisors first reported a position in DGRS in Q2 2021 and has held it in 20 quarters since. The position peaked at $68K in Q2 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Parallel Advisors held 211 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $11.2K as of Q1 2026.
Parallel Advisors left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2708 holding.
Parallel Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2021 and has held it in 20 quarters since.
Parallel Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $68K in Q2 2021.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.